Stock Analysis Dashboard

Professional sector-specific stock evaluation

Professional Stock Analysis Platform

Our dashboard evaluates stocks through two research-validated profiles: Academic (50% quality/ROIC-focused) and Growth-Based (40% growth/revenue momentum). Each stock is scored across four dimensions: Quality (ROIC, FCF, margins), Growth (revenue/EPS trends), Valuation (PEG, P/E), and Historical (moat durability).

Dual-Profile Intelligence: Toggle instantly between frameworks built on McKinsey ROIC studies, Wharton research, and Damodaran valuation theory.

Sector-Specific Benchmarks: Technology stocks need 25%+ ROIC and tolerate 50x P/E. Utilities target 7% ROIC and emphasize dividends (40% weight). Financials accept 8x debt/equity. Energy requires 8%+ FCF yield with cyclical adjustments. Each of 11 sectors judged by industry-appropriate metrics.

Complete Transparency: Click any stock for full breakdown—every score component, sector benchmark comparison, and research methodology explained. Professional-grade analysis with zero black boxes.

Research Profile Active: Academic Research

McKinsey ROIC persistence study + Damodaran value framework - Quality-focused approach where ROIC dominance drives long-term returns.

Quality Weight: 50%
Growth Weight: 20%
Valuation Weight: 15%
Historical Weight: 15%
Stock
Price | Sector		 P/E
Forward		 PEG Debt/Eq
Current R.		 ROE
Profit M.		 FCF/Share
FCF Yield		 Sales
5Y CAGR		 EPS
5Y CAGR		 Recent Growth
TTM		 Val
(0-10)		 Quality
(0-10)		 Growth
(0-10)		 Historical
(0-10)		 Total
ODD
$38.97
Technology		 21.8
Fwd: 17.4		 1.17 0.07
6.3		 30.4%
14.7%		 $2.33
6.0%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.8 9.9 10.0 7.9 9.5
ADBE
$326.95
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.93
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.8 9.0 9.2 9.4
APPF
$251.80
Technology		 45.2
Fwd: 39.5		 1.97 0.08
2.9		 44.7%
22.5%		 $5.89
2.3%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.4 9.8 9.4 9.3 9.3
EXEL
$40.81
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 8.8 8.2 9.2
DECK
$81.77
Consumer Cyclical		 12.1
Fwd: 11.9		 1.72 0.14
3.1		 43.3%
19.4%		 $6.72
8.2%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.7 9.1 9.5 9.2
ASML
$1016.96
Technology		 38.1
Fwd: 33.5		 1.68 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.8 8.4 9.1 9.2
MEDP
$589.15
Healthcare		 41.2
Fwd: 35.5		 3.03 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 4.3 9.8 10.0 9.3 9.2
NVDA
$188.15
Technology		 53.5
Fwd: 28.2		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.3 9.7 8.5 8.9 9.1
PAYC
$162.15
Technology		 20.2
Fwd: 16.1		 1.87 0.05
1.1		 28.6%
22.6%		 $6.78
4.2%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.3 8.0 9.8 9.0
QLYS
$149.73
Technology		 29.0
Fwd: 20.3		 3.42 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 4.8 9.9 9.2 7.8 8.9
PGR
$217.27
Financial		 11.9
Fwd: 13.2		 2.22 0.19
0.7		 34.2%
12.6%		 $29.09
13.4%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.2 9.5 9.4 8.8
CPRX
$21.39
Healthcare		 12.5
Fwd: 12.1		 1.18 0.00
6.6		 27.5%
37.6%		 $1.91
8.9%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.5 9.3 9.2 6.8 8.8
FTNT
$81.79
Technology		 33.7
Fwd: 28.1		 3.12 1.35
1.0		 228.0%
28.6%		 $2.65
3.2%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 9.2 9.1 9.4 8.8
ANET
$134.65
Technology		 51.2
Fwd: 40.2		 2.44 0.00
3.2		 31.7%
39.7%		 $3.21
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.6 9.7 6.6 8.8
DUOL
$201.21
Technology		 25.6
Fwd: 45.3		 0.60 0.07
2.8		 36.2%
40.0%		 $7.74
3.8%		 60.3% N/A EPS: +318.9% | Sales: +39.9% 8.9 9.3 8.2 7.5 8.7
MANH
$177.61
Technology		 50.5
Fwd: 32.7		 5.69 0.15
1.3		 73.6%
20.2%		 $5.53
3.1%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 9.2 6.1 8.6
RMD
$251.49
Healthcare		 25.7
Fwd: 20.8		 2.26 0.14
2.9		 25.4%
27.4%		 $12.11
4.8%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.8 9.0 9.1 8.6
GOOGL
$278.83
Communication Services		 27.5
Fwd: 25.0		 1.65 0.11
1.8		 35.5%
32.2%		 $6.09
2.2%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.3 7.5 8.6 8.6
MPWR
$958.26
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.3 9.4 7.6 7.4 8.5
QFIN
$22.28
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 9.1 7.5 7.4 8.5
NSSC
$42.14
Industrials		 34.3
Fwd: 27.5		 2.06 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 5.6 9.2 8.9 7.9 8.4
YOU
$36.08
Technology		 18.9
Fwd: 28.1		 N/A 0.77
0.9		 130.9%
21.0%		 $2.21
6.1%		 32.0% N/A EPS: +135.7% | Sales: +17.8% 6.2 9.7 8.6 5.5 8.4
PINS
$27.09
Communication Services		 9.4
Fwd: 13.5		 0.45 0.04
8.4		 51.5%
49.0%		 $1.66
6.1%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.7 7.0 5.9 8.4
KLAC
$1193.37
Technology		 37.5
Fwd: 28.6		 3.39 1.22
2.6		 99.2%
33.8%		 $29.47
2.5%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.3 8.7 7.1 8.4
FICO
$1740.00
Technology		 65.5
Fwd: 34.8		 2.63 N/A
0.8		 N/A
32.8%		 $32.07
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.5 9.2 7.8 8.2 8.4
IDXX
$708.45
Healthcare		 56.2
Fwd: 49.3		 3.65 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.5 8.3 7.7 8.3
DOCS
$54.29
Healthcare		 46.6
Fwd: 31.6		 4.29 0.01
6.4		 24.2%
39.9%		 $1.53
2.8%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 9.2 9.8 7.2 8.3
HALO
$68.24
Healthcare		 14.3
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.5 8.3 8.6 7.0 8.3
LRCX
$159.35
Technology		 35.1
Fwd: 28.6		 2.41 0.44
2.2		 62.3%
29.7%		 $4.42
2.8%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.6 8.3 4.9 8.3
V
$336.02
Financial		 33.2
Fwd: 23.2		 2.68 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 4.2 9.8 8.9 6.1 8.3
MSFT
$496.82
Technology		 35.4
Fwd: 26.5		 2.00 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.6 7.4 9.1 8.3
ABNB
$120.88
Consumer Cyclical		 29.2
Fwd: 25.1		 2.60 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 5.7 9.8 8.6 5.1 8.2
ADP
$254.16
Technology		 25.1
Fwd: 21.2		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 9.3 7.4 7.3 8.2
LULU
$166.13
Consumer Cyclical		 11.4
Fwd: 13.1		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.7%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 9.0 7.9 7.7 8.2
META
$621.71
Communication Services		 27.5
Fwd: 20.9		 2.28 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.8 7.8 8.4 8.2
PCTY
$141.88
Technology		 35.5
Fwd: 17.4		 3.52 0.12
1.0		 20.4%
13.8%		 $7.33
5.2%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.5 8.2 9.3 9.1 8.2
ACAD
$22.57
Healthcare		 14.5
Fwd: 30.7		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
5.2%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.5 7.7 5.7 8.2
BKNG
$4940.00
Consumer Cyclical		 32.1
Fwd: 18.6		 1.82 N/A
1.3		 N/A
19.4%		 $257.96
5.2%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 9.1 7.0 6.9 8.1
DXCM
$55.00
Healthcare		 30.6
Fwd: 22.1		 1.37 0.94
1.6		 30.6%
16.0%		 $2.72
5.0%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.9 7.5 9.6 8.8 8.1
CHKP
$200.29
Technology		 21.9
Fwd: 19.0		 2.65 0.00
1.2		 34.2%
37.6%		 $10.93
5.5%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.6 9.9 6.4 5.2 8.0
APP
$619.93
Communication Services		 78.1
Fwd: 42.5		 1.26 2.38
3.2		 230.7%
49.3%		 $9.92
1.6%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 6.9 7.6 10.0 7.6 8.0
NFLX
$1103.66
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.3 7.7 8.0 8.0
ADSK
$297.18
Technology		 61.6
Fwd: 26.3		 3.89 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.0 9.0 8.9 8.0
DT
$47.22
Technology		 28.3
Fwd: 25.7		 1.87 0.03
1.5		 20.6%
27.3%		 $1.58
3.3%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.4 8.2 7.8 7.6 8.0
AMAT
$230.07
Technology		 27.4
Fwd: 24.1		 3.48 0.35
2.5		 35.6%
23.9%		 $7.31
3.2%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.9 8.8 7.7 6.9 7.9
DPZ
$410.18
Consumer Cyclical		 24.0
Fwd: 21.0		 2.81 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 9.1 7.2 6.9 7.8
MA
$551.97
Financial		 35.3
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.9 7.9 6.7 7.8
CTAS
$185.07
Industrials		 41.1
Fwd: 34.5		 3.92 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.8 8.1 7.6 7.8
EXLS
$39.54
Technology		 26.8
Fwd: 18.1		 1.77 0.46
2.9		 26.0%
11.9%		 $1.81
4.6%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.2 9.0 7.9 7.8
AAPL
$268.47
Technology		 36.0
Fwd: 29.8		 3.59 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 9.2 7.2 5.3 7.8
GWW
$955.04
Industrials		 26.7
Fwd: 21.9		 3.67 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 8.4 7.9 7.9 7.8
CARG
$33.34
Consumer Cyclical		 26.9
Fwd: 13.4		 1.36 0.45
3.0		 29.2%
14.1%		 $2.31
6.9%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 8.3 8.7 6.8 5.2 7.7
PYPL
$66.22
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.3 8.0 8.0 7.7
USLM
$115.70
Basic Materials		 25.4
Fwd: 23.9		 2.23 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.5 8.5 8.0 7.0 7.7
MNST
$69.73
Consumer Defensive		 43.5
Fwd: 31.8		 3.05 0.00
3.5		 24.1%
20.5%		 $1.90
2.7%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 3.3 8.6 8.2 7.5 7.7
ABT
$126.36
Healthcare		 15.8
Fwd: 22.3		 1.53 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 8.4 6.5 6.0 7.6
LRN
$72.01
Consumer Defensive		 11.1
Fwd: 9.2		 0.87 0.38
6.8		 23.0%
12.8%		 $8.61
12.0%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 7.5 9.6 4.7 7.6
MLI
$107.09
Industrials		 16.0
Fwd: 13.9		 N/A 0.01
4.8		 26.1%
18.1%		 $6.10
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.5 8.3 4.5 7.6
ULTA
$517.79
Consumer Cyclical		 19.9
Fwd: 19.1		 3.42 0.88
1.4		 48.5%
10.3%		 $21.23
4.1%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.5 7.7 6.9 7.6
FAST
$40.85
Industrials		 38.3
Fwd: 33.6		 3.83 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.8 6.1 8.5 7.5
JKHY
$160.80
Technology		 24.4
Fwd: 23.1		 3.75 0.01
1.1		 23.4%
19.9%		 $8.20
5.1%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 4.4 8.4 7.2 7.0 7.5
ROL
$58.61
Consumer Cyclical		 55.0
Fwd: 46.7		 4.49 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.5 9.0 7.4 7.5
ZTS
$120.24
Healthcare		 20.3
Fwd: 17.6		 2.51 1.35
3.6		 49.9%
28.2%		 $5.08
4.2%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 8.1 6.9 7.7 7.5
HOOD
$130.36
Financial		 54.1
Fwd: 53.6		 2.47 2.27
1.2		 27.8%
51.9%		 N/A
N/A		 60.7% N/A EPS: +315.2% | Sales: +73.5% 4.1 9.3 7.7 4.2 7.5
AZO
$3718.26
Consumer Cyclical		 25.7
Fwd: 20.4		 2.12 N/A
0.9		 N/A
13.2%		 $107.62
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 7.9 7.0 7.3 7.5
TSM
$286.50
Technology		 29.4
Fwd: 23.0		 0.97 0.19
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 9.0 7.6 0.5 7.4
TT
$434.50
Industrials		 33.4
Fwd: 29.4		 2.34 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 8.2 7.0 7.0 7.4
REGN
$657.53
Healthcare		 15.7
Fwd: 15.4		 4.51 0.09
4.1		 15.2%
32.1%		 $40.17
6.1%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 7.7 8.0 8.4 7.4
GILD
$118.84
Healthcare		 18.4
Fwd: 13.7		 0.70 1.16
1.5		 40.6%
27.9%		 $7.55
6.4%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 9.5 8.1 6.3 4.5 7.4
APH
$139.09
Technology		 46.4
Fwd: 35.6		 1.39 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.1 7.5 7.4 7.2 7.4
ZM
$81.69
Technology		 21.5
Fwd: 13.8		 5.16 0.01
4.4		 13.6%
25.0%		 $6.17
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 7.7 8.8 6.7 7.4
MCO
$487.98
Financial		 39.2
Fwd: 30.0		 2.93 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.5 6.7 6.8 7.3
BMI
$187.87
Technology		 40.0
Fwd: 34.5		 3.62 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.5 8.0 8.9 4.7 7.3
INTU
$648.85
Technology		 47.3
Fwd: 24.7		 3.37 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.5 7.2 8.1 8.9 7.3
ORLY
$97.09
Consumer Cyclical		 33.6
Fwd: 29.3		 3.21 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 8.5 6.3 8.2 7.3
COST
$922.74
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.6 8.9 8.9 7.3
PTC
$176.11
Technology		 28.7
Fwd: 20.5		 3.79 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.3 8.2 7.8 7.3
CPRT
$40.51
Industrials		 25.5
Fwd: 21.4		 2.41 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.1 7.3 7.7 7.7 7.3
LOW
$233.16
Consumer Cyclical		 19.2
Fwd: 17.6		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.3 7.2 5.4 7.3
PAYX
$111.96
Technology		 25.1
Fwd: 19.0		 3.25 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.9 6.1 8.1 7.2
VEEV
$294.86
Healthcare		 60.5
Fwd: 34.9		 4.28 0.01
5.6		 13.7%
27.3%		 $8.10
2.7%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 7.6 8.6 7.7 7.2
AWI
$188.71
Industrials		 27.0
Fwd: 22.4		 1.85 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 8.2 5.3 6.0 7.2
CMG
$30.59
Consumer Cyclical		 27.0
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.1 9.0 7.7 7.2
JNJ
$186.57
Healthcare		 18.0
Fwd: 16.2		 2.44 0.58
1.1		 33.6%
27.3%		 $8.13
4.4%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 6.2 8.4 5.3 5.7 7.2
MELI
$2108.60
Consumer Cyclical		 51.5
Fwd: 34.3		 1.64 2.08
1.2		 40.6%
7.9%		 $130.48
6.2%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 6.8 6.3 8.8 8.2 7.2
GGG
$81.65
Industrials		 27.9
Fwd: 25.7		 3.66 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.0 8.5 6.5 6.3 7.1
NOW
$861.87
Technology		 104.2
Fwd: 42.2		 5.04 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.2 8.7 7.5 7.1
MKTX
$167.27
Financial		 28.1
Fwd: 20.7		 3.48 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.9 8.2 6.5 6.6 7.1
PANW
$212.29
Technology		 132.7
Fwd: 49.2		 9.83 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 7.5 7.3 8.2 7.1
NVMI
$307.59
Technology		 40.4
Fwd: 32.0		 2.38 0.75
4.6		 23.6%
28.7%		 $7.81
2.5%		 24.5% 35.3% EPS: +51.2% | Sales: +39.4% 6.4 6.7 8.5 6.2 7.0
CDNS
$325.05
Technology		 83.9
Fwd: 40.3		 5.22 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.2 7.0 8.8 7.0
WRB
$74.97
Financial		 15.8
Fwd: 16.1		 2.46 0.32
0.4		 20.9%
13.0%		 $8.64
11.5%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.4 6.8 8.8 7.0 7.0
SCHW
$95.24
Financial		 22.3
Fwd: 17.1		 0.85 0.56
1.2		 17.0%
28.6%		 $21.69
22.8%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 6.5 7.2 6.5 6.9
ILMN
$121.90
Healthcare		 27.3
Fwd: 24.4		 2.52 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 5.7 7.7 7.0 4.8 6.9
DOCU
$69.70
Technology		 52.6
Fwd: 17.2		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 7.4 7.5 6.5 6.9
ISRG
$560.00
Healthcare		 74.1
Fwd: 57.8		 4.95 0.00
4.7		 16.9%
28.6%		 $6.41
1.1%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.1 6.9 6.0 6.9
HLT
$273.32
Consumer Cyclical		 39.6
Fwd: 30.1		 2.91 N/A
0.7		 N/A
14.2%		 $10.28
3.8%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 4.4 7.8 6.8 6.5 6.9
AVGO
$349.43
Technology		 89.3
Fwd: 37.5		 2.52 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 4.7 6.8 7.8 7.2 6.8
BR
$221.72
Technology		 28.4
Fwd: 21.7		 2.95 1.32
0.9		 38.2%
13.1%		 $11.04
5.0%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 6.7 7.0 7.1 6.8
CB
$287.55
Financial		 12.0
Fwd: 10.9		 1.44 0.31
0.4		 14.1%
16.5%		 $37.34
13.0%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 6.2 7.8 6.2 6.7
PH
$844.01
Industrials		 30.1
Fwd: 25.9		 3.50 0.75
1.1		 27.3%
18.2%		 $26.75
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: +0.2% 4.0 7.1 7.8 6.5 6.7
CINF
$164.64
Financial		 12.2
Fwd: 19.4		 1.95 0.06
0.6		 14.5%
17.6%		 $17.90
10.9%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.0 5.8 7.1 6.7
CTSH
$73.20
Technology		 17.0
Fwd: 13.1		 1.95 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.0 5.6 5.8 6.6
PODD
$319.82
Healthcare		 92.8
Fwd: 52.0		 2.75 0.73
2.9		 19.7%
9.8%		 $5.62
1.8%		 22.9% 98.8% EPS: -40.5% | Sales: +27.1% 3.6 6.0 8.9 8.0 6.6
CRM
$239.88
Technology		 34.8
Fwd: 18.9		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.1 5.8 7.6 8.7 6.5
QCOM
$170.89
Technology		 34.9
Fwd: 13.5		 17.13 0.74
2.8		 23.3%
12.5%		 $11.97
7.0%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.2 6.8 5.7 6.5
WST
$271.04
Healthcare		 40.1
Fwd: 34.8		 4.28 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 6.9 6.8 7.0 6.5
ONTO
$139.09
Technology		 34.4
Fwd: 24.4		 4.07 0.01
9.6		 10.5%
19.3%		 $4.87
3.5%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 6.3 8.4 6.3 6.5
AMZN
$244.41
Consumer Cyclical		 34.5
Fwd: 31.2		 1.72 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 6.7 5.8 7.5 7.1 6.5
SHOP
$152.41
Technology		 111.6
Fwd: 83.2		 5.20 0.09
3.9		 15.7%
16.6%		 $1.46
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.0 7.8 5.9 6.5
TJX
$144.61
Consumer Cyclical		 33.0
Fwd: 28.5		 3.48 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.8 5.8 4.9 6.4
MAR
$291.16
Consumer Cyclical		 30.8
Fwd: 25.8		 2.91 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.2 6.9 6.5 5.5 6.4
FSLR
$267.64
Technology		 20.6
Fwd: 11.9		 0.64 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.7 4.6 4.6 6.3
AXP
$368.54
Financial		 24.8
Fwd: 21.1		 1.98 1.83
7.2		 33.7%
13.2%		 $27.48
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 5.9 6.0 7.2 6.2 6.2
BMRN
$51.46
Healthcare		 19.3
Fwd: 11.4		 0.58 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 5.6 7.0 4.9 6.2
POOL
$252.01
Industrials		 23.0
Fwd: 21.7		 4.82 1.01
2.6		 29.2%
7.8%		 $10.59
4.2%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.3 7.4 6.4 6.2
GD
$346.34
Industrials		 22.4
Fwd: 20.2		 1.99 0.40
1.4		 17.8%
8.2%		 $17.82
5.1%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 6.4 5.5 5.8 6.2
ROST
$161.08
Consumer Cyclical		 25.6
Fwd: 23.4		 4.35 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.5 5.8 5.1 6.2
VRSN
$241.97
Technology		 28.2
Fwd: 24.6		 3.28 N/A
0.5		 N/A
49.9%		 $10.85
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.7 7.2 5.2 4.9 6.2
ENPH
$30.22
Technology		 20.9
Fwd: 14.4		 11.81 1.24
2.0		 20.3%
12.9%		 $1.66
5.5%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.4 6.4 6.7 6.2
SQ
$65.45
Technology		 14.0
Fwd: 19.0		 1.53 0.28
2.0		 14.3%
12.4%		 $1.74
2.7%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 8.1 5.6 6.2 N/A 6.1
SPGI
$496.42
Financial		 36.1
Fwd: 25.1		 2.99 0.36
1.0		 12.6%
28.1%		 $18.03
3.6%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.2 5.7 7.0 8.3 6.1
AME
$196.29
Industrials		 31.0
Fwd: 24.6		 3.93 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.1 6.8 6.4 4.9 6.0
GDDY
$132.03
Technology		 22.8
Fwd: 18.4		 2.10 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.1 4.7 8.0 7.3 6.0
SBUX
$85.57
Consumer Cyclical		 52.5
Fwd: 28.2		 2.77 N/A
0.7		 N/A
5.0%		 $2.15
2.5%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.7 5.6 7.0 7.3 6.0
DASH
$204.31
Consumer Cyclical		 103.8
Fwd: 57.9		 0.64 0.34
2.0		 10.1%
6.8%		 $4.87
2.4%		 64.7% N/A EPS: +570.4% | Sales: +24.5% 7.8 4.7 7.7 6.0 6.0
EW
$83.39
Healthcare		 35.5
Fwd: 29.1		 3.61 0.07
4.0		 13.6%
23.5%		 $1.39
1.7%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.3 7.2 4.7 4.3 6.0
LMAT
$86.82
Healthcare		 42.2
Fwd: 34.2		 3.27 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.8 5.7 7.1 7.3 6.0
NKE
$61.09
Consumer Cyclical		 31.3
Fwd: 24.5		 2.63 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.5 6.0 5.7 6.5 5.9
CHD
$86.86
Consumer Defensive		 27.4
Fwd: 23.2		 5.36 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.0 6.3 7.2 5.9
SAP
$251.96
Technology		 37.7
Fwd: 30.2		 1.34 0.21
1.1		 16.3%
19.5%		 $6.33
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 7.9 7.2 5.7 0.5 5.9
MCD
$299.66
Consumer Cyclical		 25.6
Fwd: 22.6		 3.69 N/A
1.0		 N/A
32.0%		 $10.35
3.5%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.7 5.5 5.5 5.9
CME
$276.50
Financial		 26.8
Fwd: 23.9		 4.20 0.13
1.0		 13.3%
58.1%		 $11.33
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 6.7 6.3 5.9 5.9
AMD
$233.54
Technology		 115.4
Fwd: 36.6		 2.74 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 4.4 4.8 7.8 8.1 5.9
CMI
$473.34
Industrials		 24.6
Fwd: 18.7		 2.16 0.63
1.8		 23.8%
7.9%		 $16.53
3.5%		 7.7% 14.4% EPS: +53.4% | Sales: -1.8% 6.7 5.8 6.0 5.5 5.9
ETSY
$59.09
Consumer Cyclical		 41.3
Fwd: 23.3		 5.12 N/A
3.2		 N/A
6.4%		 $6.44
10.9%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.0 4.9 7.8 8.4 5.9
TYL
$463.43
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 5.7 6.5 7.5 5.8
TXN
$160.55
Technology		 29.3
Fwd: 26.4		 2.38 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.8 4.7 3.3 5.8
EPAM
$175.30
Technology		 26.8
Fwd: 14.0		 3.09 0.04
3.0		 10.2%
7.0%		 $7.36
4.2%		 15.6% 11.6% EPS: -0.3% | Sales: +14.3% 4.7 5.2 6.2 8.2 5.8
EA
$200.60
Communication Services		 58.6
Fwd: 21.6		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 6.5 5.8 5.0 5.8
LIN
$420.51
Basic Materials		 28.2
Fwd: 23.5		 3.49 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.1 6.1 6.7 5.5 5.8
BABA
$166.34
Consumer Cyclical		 19.4
Fwd: 17.4		 2.20 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 5.6 5.5 5.2 7.7 5.8
KO
$70.55
Consumer Defensive		 23.4
Fwd: 21.9		 3.74 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 6.0 4.7 6.3 5.7
ROK
$373.49
Industrials		 48.8
Fwd: 27.9		 3.83 0.97
2.4		 24.2%
10.4%		 $12.08
3.2%		 5.7% -2.6% EPS: -3.3% | Sales: +1.0% 3.8 6.4 6.2 4.7 5.7
BRO
$78.54
Financial		 23.6
Fwd: 16.7		 2.24 0.65
1.2		 10.5%
18.0%		 $3.81
4.8%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.3 4.6 7.2 8.3 5.7
ITW
$245.49
Industrials		 23.8
Fwd: 21.9		 33.09 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 6.4 6.3 4.1 5.7
DAL
$58.88
Industrials		 8.3
Fwd: 8.2		 0.84 1.11
0.4		 28.5%
7.4%		 $4.71
8.0%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.4 4.7 4.5 5.7
ETN
$373.77
Industrials		 37.4
Fwd: 27.2		 2.94 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 4.4 6.2 6.3 4.3 5.7
MTB
$185.86
Financial		 11.4
Fwd: 9.9		 0.90 0.52
0.4		 9.6%
19.8%		 $23.77
12.8%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 4.3 6.5 6.1 5.7
PSA
$278.05
Real Estate		 28.9
Fwd: 26.7		 23.30 1.08
1.7		 20.0%
35.4%		 $16.69
6.0%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 5.5 7.8 6.8 5.6
VICI
$30.34
Real Estate		 11.5
Fwd: 10.7		 2.57 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 5.1 6.5 7.1 5.6
SE
$149.94
Consumer Cyclical		 76.1
Fwd: 30.4		 1.55 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 6.8 4.7 6.2 5.9 5.5
CAT
$563.10
Industrials		 28.9
Fwd: 25.4		 4.52 2.01
1.4		 46.3%
14.3%		 $16.15
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 6.1 6.8 4.1 5.5
TDY
$513.17
Technology		 29.7
Fwd: 21.7		 3.33 0.24
1.8		 8.1%
13.6%		 $22.11
4.3%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.5 5.1 6.0 7.0 5.5
VRSK
$214.66
Industrials		 32.8
Fwd: 28.0		 3.71 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.2 7.8 5.0 5.5
WMT
$102.59
Consumer Defensive		 38.7
Fwd: 34.9		 4.10 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.7 5.3 6.8 5.5
CMCSA
$27.35
Communication Services		 4.5
Fwd: 6.5		 2.97 1.02
0.9		 24.7%
18.3%		 $5.76
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.2 5.5 5.3 5.7 5.4
UNP
$221.48
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 6.0 5.4 2.5 5.4
HEI
$323.02
Industrials		 70.8
Fwd: 60.7		 4.06 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 5.4 6.6 7.2 5.4
GS
$786.34
Financial		 16.0
Fwd: 14.2		 1.05 5.24
1.3		 13.6%
12.5%		 $190.86
24.3%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 4.5 7.5 3.8 5.4
LMT
$458.35
Industrials		 25.6
Fwd: 15.6		 2.15 3.59
1.1		 62.8%
5.7%		 $19.85
4.3%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 7.1 4.5 5.8 6.2 5.4
ICE
$149.00
Financial		 27.1
Fwd: 19.9		 2.40 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 4.6 6.5 6.9 5.4
WPM
$99.06
Basic Materials		 57.1
Fwd: 30.8		 1.76 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 5.5 6.2 7.0 0.5 5.3
SNPS
$393.43
Technology		 30.8
Fwd: 28.0		 3.29 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.4 5.3 9.2 5.3
BLK
$1082.20
Financial		 28.1
Fwd: 20.0		 2.32 0.27
4.0		 12.6%
25.9%		 $24.65
2.3%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.4 4.2 6.3 5.3
PWR
$445.01
Industrials		 66.0
Fwd: 35.8		 3.90 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.6 4.2 7.7 7.7 5.3
RSG
$205.59
Industrials		 30.6
Fwd: 28.1		 3.93 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.0 4.8 6.9 6.3 5.3
BSX
$100.02
Healthcare		 53.5
Fwd: 28.8		 3.31 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.3 5.1 5.8 6.1 5.3
NDAQ
$87.24
Financial		 31.1
Fwd: 23.1		 2.18 0.80
1.0		 14.1%
19.9%		 $3.67
4.2%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 5.4 5.0 6.2 5.4 5.3
WDAY
$225.17
Technology		 104.1
Fwd: 21.3		 4.87 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 4.2 6.4 8.4 5.3
TDG
$1284.76
Industrials		 42.6
Fwd: 31.9		 3.83 N/A
3.1		 N/A
20.4%		 $33.83
2.6%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.8 4.9 6.5 6.3 5.3
UPS
$95.95
Industrials		 14.8
Fwd: 13.4		 12.89 1.85
1.3		 33.7%
6.2%		 $5.19
5.4%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.4 5.4 5.8 5.3
ATEN
$17.23
Technology		 25.2
Fwd: 18.1		 3.71 1.11
3.6		 23.9%
17.8%		 $1.00
5.8%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.5 5.8 5.8 3.1 5.2
OKTA
$85.21
Technology		 100.5
Fwd: 23.6		 7.97 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 4.2 7.7 6.3 5.2
TMO
$572.41
Healthcare		 33.1
Fwd: 23.3		 4.44 0.70
1.5		 13.1%
15.0%		 $16.27
2.8%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 4.7 6.3 6.9 5.2
MSI
$390.75
Technology		 31.4
Fwd: 24.0		 3.74 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.2 7.0 6.3 5.2
ELF
$73.74
Consumer Defensive		 52.3
Fwd: 21.1		 5.91 0.80
2.7		 8.8%
5.9%		 $2.50
3.4%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 4.1 7.8 8.2 5.2
XYL
$151.31
Industrials		 38.9
Fwd: 27.3		 2.98 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 4.4 4.8 6.0 6.3 5.2
DIS
$110.74
Communication Services		 17.4
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 8.5 4.3 5.3 5.2 5.1
FITB
$42.87
Financial		 12.8
Fwd: 12.0		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 4.4 5.5 3.8 5.1
JPM
$314.21
Financial		 15.6
Fwd: 14.8		 1.95 3.06
1.1		 16.4%
20.4%		 $16.86
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.6 4.2 6.4 5.4 5.1
NOC
$568.61
Industrials		 20.4
Fwd: 19.7		 3.32 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.7 4.7 5.9 6.0 5.1
TRI
$137.57
Industrials		 35.4
Fwd: 30.9		 3.51 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 3.7 6.6 5.7 0.5 5.1
COP
$86.83
Energy		 12.3
Fwd: 13.6		 6.08 0.36
1.3		 15.4%
14.8%		 $5.68
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +8.4% 3.9 5.2 5.0 6.1 5.1
SHW
$340.16
Basic Materials		 33.2
Fwd: 27.1		 4.27 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.7 7.1 6.5 5.1
IEX
$167.96
Industrials		 26.6
Fwd: 20.0		 5.47 0.48
2.9		 12.2%
14.0%		 $7.80
4.6%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 5.3 5.3 5.0 5.1
HD
$371.11
Consumer Cyclical		 25.2
Fwd: 22.8		 4.86 5.75
1.1		 193.9%
8.9%		 $14.30
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.6 6.4 5.8 5.0
VMC
$287.30
Basic Materials		 34.1
Fwd: 29.2		 2.39 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 4.4 4.6 5.4 6.9 5.0
HON
$194.07
Industrials		 20.4
Fwd: 19.0		 3.45 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.2 5.5 3.9 5.0
XOM
$117.22
Energy		 17.0
Fwd: 15.8		 3.56 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.5 5.3 5.7 3.8 5.0
MKC
$65.04
Consumer Defensive		 22.5
Fwd: 20.4		 4.13 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 5.0 4.5 6.5 5.0
SMCI
$39.76
Technology		 31.8
Fwd: 13.0		 1.64 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.2 3.6 5.9 6.2 5.0
CPNG
$28.88
Consumer Cyclical		 136.7
Fwd: 55.0		 1.07 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 3.0 7.0 5.7 5.0
SLB
$36.66
Energy		 14.2
Fwd: 12.4		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 4.8 5.4 3.8 4.9
SOFI
$28.21
Financial		 51.0
Fwd: 46.7		 1.78 0.32
4.9		 8.6%
14.4%		 $1.30
4.6%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 5.5 3.9 7.7 5.1 4.9
TRMB
$78.90
Technology		 53.7
Fwd: 22.9		 4.63 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 4.5 5.8 5.6 4.9
EMR
$129.49
Industrials		 32.0
Fwd: 18.3		 3.77 0.65
0.9		 10.9%
12.7%		 $4.74
3.7%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 4.3 5.1 5.0 4.2 4.8
HOLX
$74.10
Healthcare		 29.8
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.14
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.2 4.9 5.2 4.6 4.8
UL
$61.47
Consumer Defensive		 25.2
Fwd: 17.0		 3.39 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.5 5.9 5.3 0.5 4.8
EXR
$133.18
Real Estate		 29.8
Fwd: 27.3		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
5.9%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 3.7 6.5 8.3 4.8
KEYS
$180.87
Technology		 57.6
Fwd: 23.3		 4.85 0.49
3.6		 10.0%
10.4%		 $8.23
4.6%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 4.7 4.8 5.8 4.8
IR
$77.50
Industrials		 57.5
Fwd: 21.7		 9.66 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 3.3 7.8 7.0 4.8
CSGP
$67.52
Real Estate		 1313.6
Fwd: 47.4		 37.45 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 4.0 6.8 8.4 4.7
O
$56.87
Real Estate		 53.2
Fwd: 36.9		 2.97 0.74
2.2		 2.5%
17.1%		 $3.99
7.0%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 3.9 3.6 6.8 7.9 4.7
BRK-B
$499.06
Financial		 16.0
Fwd: 23.0		 16.45 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.0 3.8 6.0 4.7
SYK
$356.03
Healthcare		 46.8
Fwd: 23.8		 4.20 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 4.8 5.7 3.8 4.7
TSLA
$429.52
Consumer Cyclical		 287.0
Fwd: 194.3		 32.39 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 3.6 7.0 7.5 4.7
MDT
$92.20
Healthcare		 25.5
Fwd: 15.2		 4.31 0.60
2.0		 9.7%
13.6%		 $4.13
4.5%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 4.8 5.0 4.4 4.7
MLM
$610.64
Basic Materials		 32.2
Fwd: 28.2		 2.74 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.1 4.0 5.3 6.8 4.6
MS
$162.36
Financial		 16.7
Fwd: 15.4		 1.26 3.92
1.6		 15.2%
13.8%		 $6.51
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.1 4.5 3.9 4.6
ECL
$256.13
Basic Materials		 36.8
Fwd: 30.2		 2.79 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 3.9 5.1 5.2 3.1 4.6
COF
$217.82
Financial		 92.4
Fwd: 10.4		 4.22 0.45
2.1		 1.5%
1.7%		 $32.80
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 4.1 5.5 6.0 4.6
DDOG
$191.24
Technology		 647.8
Fwd: 83.1		 41.08 0.37
3.6		 3.5%
3.3%		 $2.70
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.6% 2.0 3.7 6.8 6.5 4.6
HIMS
$41.03
Healthcare		 75.9
Fwd: 55.2		 3.43 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 3.3 3.8 7.0 6.0 4.6
ROP
$447.05
Technology		 30.8
Fwd: 20.7		 3.60 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.7 4.4 5.3 3.5 4.5
RTX
$176.97
Industrials		 36.3
Fwd: 26.0		 3.65 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.1 3.8 5.2 6.3 4.5
DHR
$209.94
Healthcare		 43.2
Fwd: 25.0		 5.81 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 4.0 5.3 5.5 4.5
LHX
$290.66
Industrials		 31.2
Fwd: 23.4		 11.07 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 3.2 5.8 6.9 4.4
PEP
$142.95
Consumer Defensive		 27.2
Fwd: 16.7		 7.79 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.2 6.3 6.4 4.2
SBAC
$197.40
Real Estate		 24.9
Fwd: 22.3		 2.70 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.7 5.7 3.4 4.1
ON
$47.83
Technology		 62.4
Fwd: 16.5		 70.93 0.46
5.2		 3.9%
5.2%		 $3.40
7.1%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 3.3 6.2 4.0 4.1
CELH
$41.52
Consumer Defensive		 437.1
Fwd: 27.8		 7.37 0.29
1.8		 3.1%
1.1%		 $0.82
2.0%		 78.3% 54.3% EPS: -64.7% | Sales: +55.1% 3.2 2.8 7.8 6.4 4.0
ABBV
$219.16
Healthcare		 165.4
Fwd: 15.3		 10.06 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 2.8 6.5 5.8 4.0
CHTR
$219.86
Communication Services		 6.1
Fwd: 5.1		 0.52 6.24
0.4		 34.8%
9.3%		 $16.96
7.7%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.7 1.2 5.8 6.0 3.9
WM
$201.92
Industrials		 31.8
Fwd: 24.3		 3.40 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.1 2.6 6.1 5.2 3.9
FIS
$64.78
Technology		 204.0
Fwd: 10.2		 20.99 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 3.1 5.5 3.9 3.8
GATX
$155.08
Industrials		 18.1
Fwd: 15.9		 1.93 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.2 4.7 4.5 3.8
ORCL
$239.26
Technology		 55.4
Fwd: 29.9		 2.54 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 5.8 2.3 5.0 5.9 3.8
KMI
$26.55
Energy		 21.8
Fwd: 19.4		 2.50 1.06
0.6		 8.9%
16.6%		 $1.12
4.2%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.3 3.4 5.2 2.8 3.7
DLR
$169.89
Real Estate		 43.9
Fwd: 103.1		 4.87 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 3.1 5.3 5.8 3.7
ENB
$47.71
Energy		 23.5
Fwd: 20.8		 3.15 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 4.0 3.2 5.2 2.9 3.6
QSR
$67.74
Consumer Cyclical		 24.1
Fwd: 16.9		 2.58 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.1 1.3 5.7 6.0 3.5
APD
$259.74
Basic Materials		 N/A
Fwd: 18.6		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -39.5% | Sales: -0.5% 5.2 2.5 4.7 3.2 3.4
AMT
$177.95
Real Estate		 28.4
Fwd: 25.6		 1.89 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.7 1.8 5.7 3.6 3.3
AXON
$602.51
Industrials		 190.7
Fwd: 78.7		 10.91 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.1 6.0 4.6 3.2
EXEL
$40.81
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 10.0 8.2 9.6
ODD
$38.97
Technology		 21.8
Fwd: 17.4		 1.17 0.07
6.3		 30.4%
14.7%		 $2.33
6.0%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.8 9.9 10.0 7.9 9.5
DECK
$81.77
Consumer Cyclical		 12.1
Fwd: 11.9		 1.72 0.14
3.1		 43.3%
19.4%		 $6.72
8.2%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.3 10.0 9.5 9.4
APPF
$251.80
Technology		 45.2
Fwd: 39.5		 1.97 0.08
2.9		 44.7%
22.5%		 $5.89
2.3%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.4 9.6 10.0 9.3 9.4
CPRX
$21.39
Healthcare		 12.5
Fwd: 12.1		 1.18 0.00
6.6		 27.5%
37.6%		 $1.91
8.9%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.5 9.5 10.0 6.8 9.2
MEDP
$589.15
Healthcare		 41.2
Fwd: 35.5		 3.03 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 4.3 9.8 10.0 9.3 9.2
NVDA
$188.15
Technology		 53.5
Fwd: 28.2		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.3 9.3 9.5 8.9 9.1
DUOL
$201.21
Technology		 25.6
Fwd: 45.3		 0.60 0.07
2.8		 36.2%
40.0%		 $7.74
3.8%		 60.3% N/A EPS: +318.9% | Sales: +39.9% 8.9 9.1 9.7 7.5 9.1
PGR
$217.27
Financial		 11.9
Fwd: 13.2		 2.22 0.19
0.7		 34.2%
12.6%		 $29.09
13.4%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.4 9.8 9.4 9.1
ADBE
$326.95
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.93
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.7 8.7 9.2 9.0
DXCM
$55.00
Healthcare		 30.6
Fwd: 22.1		 1.37 0.94
1.6		 30.6%
16.0%		 $2.72
5.0%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.9 7.8 10.0 8.8 8.9
ANET
$134.65
Technology		 51.2
Fwd: 40.2		 2.44 0.00
3.2		 31.7%
39.7%		 $3.21
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.5 10.0 6.6 8.9
PCTY
$141.88
Technology		 35.5
Fwd: 17.4		 3.52 0.12
1.0		 20.4%
13.8%		 $7.33
5.2%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.5 8.6 9.8 9.1 8.8
HALO
$68.24
Healthcare		 14.3
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.5 7.8 9.9 7.0 8.8
ASML
$1016.96
Technology		 38.1
Fwd: 33.5		 1.68 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.6 8.4 9.1 8.8
YOU
$36.08
Technology		 18.9
Fwd: 28.1		 N/A 0.77
0.9		 130.9%
21.0%		 $2.21
6.1%		 32.0% N/A EPS: +135.7% | Sales: +17.8% 6.2 9.4 9.9 5.5 8.8
FTNT
$81.79
Technology		 33.7
Fwd: 28.1		 3.12 1.35
1.0		 228.0%
28.6%		 $2.65
3.2%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 8.7 9.4 9.4 8.7
PAYC
$162.15
Technology		 20.2
Fwd: 16.1		 1.87 0.05
1.1		 28.6%
22.6%		 $6.78
4.2%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.1 8.3 9.8 8.7
DT
$47.22
Technology		 28.3
Fwd: 25.7		 1.87 0.03
1.5		 20.6%
27.3%		 $1.58
3.3%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.4 8.3 9.4 7.6 8.6
ABNB
$120.88
Consumer Cyclical		 29.2
Fwd: 25.1		 2.60 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 5.7 9.8 10.0 5.1 8.6
QLYS
$149.73
Technology		 29.0
Fwd: 20.3		 3.42 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 4.8 9.9 8.8 7.8 8.6
RMD
$251.49
Healthcare		 25.7
Fwd: 20.8		 2.26 0.14
2.9		 25.4%
27.4%		 $12.11
4.8%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 9.0 8.8 9.1 8.6
APP
$619.93
Communication Services		 78.1
Fwd: 42.5		 1.26 2.38
3.2		 230.7%
49.3%		 $9.92
1.6%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 6.9 7.3 10.0 7.6 8.6
DOCS
$54.29
Healthcare		 46.6
Fwd: 31.6		 4.29 0.01
6.4		 24.2%
39.9%		 $1.53
2.8%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 9.3 10.0 7.2 8.5
NSSC
$42.14
Industrials		 34.3
Fwd: 27.5		 2.06 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 5.6 9.1 9.3 7.9 8.5
LRN
$72.01
Consumer Defensive		 11.1
Fwd: 9.2		 0.87 0.38
6.8		 23.0%
12.8%		 $8.61
12.0%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 8.1 10.0 4.7 8.4
ZM
$81.69
Technology		 21.5
Fwd: 13.8		 5.16 0.01
4.4		 13.6%
25.0%		 $6.17
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 8.2 10.0 6.7 8.4
PYPL
$66.22
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.8 8.8 8.0 8.3
MELI
$2108.60
Consumer Cyclical		 51.5
Fwd: 34.3		 1.64 2.08
1.2		 40.6%
7.9%		 $130.48
6.2%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 6.8 6.5 10.0 8.2 8.3
MPWR
$958.26
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.3 8.6 8.7 7.4 8.3
NOW
$861.87
Technology		 104.2
Fwd: 42.2		 5.04 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.9 10.0 7.5 8.3
PINS
$27.09
Communication Services		 9.4
Fwd: 13.5		 0.45 0.04
8.4		 51.5%
49.0%		 $1.66
6.1%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.2 8.4 5.9 8.3
VEEV
$294.86
Healthcare		 60.5
Fwd: 34.9		 4.28 0.01
5.6		 13.7%
27.3%		 $8.10
2.7%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 8.2 10.0 7.7 8.3
MANH
$177.61
Technology		 50.5
Fwd: 32.7		 5.69 0.15
1.3		 73.6%
20.2%		 $5.53
3.1%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 8.8 6.1 8.2
REGN
$657.53
Healthcare		 15.7
Fwd: 15.4		 4.51 0.09
4.1		 15.2%
32.1%		 $40.17
6.1%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 8.1 9.6 8.4 8.2
EXLS
$39.54
Technology		 26.8
Fwd: 18.1		 1.77 0.46
2.9		 26.0%
11.9%		 $1.81
4.6%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.7 8.8 7.9 8.2
ACAD
$22.57
Healthcare		 14.5
Fwd: 30.7		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
5.2%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.2 9.1 5.7 8.2
SCHW
$95.24
Financial		 22.3
Fwd: 17.1		 0.85 0.56
1.2		 17.0%
28.6%		 $21.69
22.8%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 7.4 9.4 6.5 8.2
ADSK
$297.18
Technology		 61.6
Fwd: 26.3		 3.89 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.1 8.8 8.9 8.2
QFIN
$22.28
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.5 8.0 7.4 8.2
LULU
$166.13
Consumer Cyclical		 11.4
Fwd: 13.1		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.7%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 8.0 8.9 7.7 8.1
V
$336.02
Financial		 33.2
Fwd: 23.2		 2.68 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 4.2 9.5 9.2 6.1 8.1
CMG
$30.59
Consumer Cyclical		 27.0
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.0 10.0 7.7 8.1
DOCU
$69.70
Technology		 52.6
Fwd: 17.2		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 8.0 9.6 6.5 8.1
KLAC
$1193.37
Technology		 37.5
Fwd: 28.6		 3.39 1.22
2.6		 99.2%
33.8%		 $29.47
2.5%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 8.8 8.6 7.1 8.1
INTU
$648.85
Technology		 47.3
Fwd: 24.7		 3.37 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.5 7.8 8.7 8.9 8.0
MNST
$69.73
Consumer Defensive		 43.5
Fwd: 31.8		 3.05 0.00
3.5		 24.1%
20.5%		 $1.90
2.7%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 3.3 8.7 9.8 7.5 8.0
AMD
$233.54
Technology		 115.4
Fwd: 36.6		 2.74 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 4.4 6.1 10.0 8.1 8.0
PODD
$319.82
Healthcare		 92.8
Fwd: 52.0		 2.75 0.73
2.9		 19.7%
9.8%		 $5.62
1.8%		 22.9% 98.8% EPS: -40.5% | Sales: +27.1% 3.6 6.8 10.0 8.0 8.0
GOOGL
$278.83
Communication Services		 27.5
Fwd: 25.0		 1.65 0.11
1.8		 35.5%
32.2%		 $6.09
2.2%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 8.9 7.4 8.6 8.0
META
$621.71
Communication Services		 27.5
Fwd: 20.9		 2.28 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.7 7.9 8.4 8.0
ONTO
$139.09
Technology		 34.4
Fwd: 24.4		 4.07 0.01
9.6		 10.5%
19.3%		 $4.87
3.5%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 7.0 10.0 6.3 8.0
DASH
$204.31
Consumer Cyclical		 103.8
Fwd: 57.9		 0.64 0.34
2.0		 10.1%
6.8%		 $4.87
2.4%		 64.7% N/A EPS: +570.4% | Sales: +24.5% 7.8 6.0 9.8 6.0 7.9
COST
$922.74
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.7 10.0 8.9 7.8
CPRT
$40.51
Industrials		 25.5
Fwd: 21.4		 2.41 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.1 7.0 9.1 7.7 7.8
MSFT
$496.82
Technology		 35.4
Fwd: 26.5		 2.00 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.4 7.2 9.1 7.8
NVMI
$307.59
Technology		 40.4
Fwd: 32.0		 2.38 0.75
4.6		 23.6%
28.7%		 $7.81
2.5%		 24.5% 35.3% EPS: +51.2% | Sales: +39.4% 6.4 7.1 9.1 6.2 7.8
PANW
$212.29
Technology		 132.7
Fwd: 49.2		 9.83 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 8.1 8.6 8.2 7.8
BKNG
$4940.00
Consumer Cyclical		 32.1
Fwd: 18.6		 1.82 N/A
1.3		 N/A
19.4%		 $257.96
5.2%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 8.9 7.4 6.9 7.8
CRM
$239.88
Technology		 34.8
Fwd: 18.9		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.1 6.8 8.7 8.7 7.8
ETSY
$59.09
Consumer Cyclical		 41.3
Fwd: 23.3		 5.12 N/A
3.2		 N/A
6.4%		 $6.44
10.9%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.0 5.8 10.0 8.4 7.8
IDXX
$708.45
Healthcare		 56.2
Fwd: 49.3		 3.65 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.1 8.0 7.7 7.7
LRCX
$159.35
Technology		 35.1
Fwd: 28.6		 2.41 0.44
2.2		 62.3%
29.7%		 $4.42
2.8%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.2 8.0 4.9 7.7
NFLX
$1103.66
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.3 7.4 8.0 7.7
PTC
$176.11
Technology		 28.7
Fwd: 20.5		 3.79 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.8 8.1 7.8 7.7
FICO
$1740.00
Technology		 65.5
Fwd: 34.8		 2.63 N/A
0.8		 N/A
32.8%		 $32.07
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.5 8.9 7.2 8.2 7.6
ROL
$58.61
Consumer Cyclical		 55.0
Fwd: 46.7		 4.49 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.6 8.8 7.4 7.6
SHOP
$152.41
Technology		 111.6
Fwd: 83.2		 5.20 0.09
3.9		 15.7%
16.6%		 $1.46
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.4 9.6 5.9 7.6
USLM
$115.70
Basic Materials		 25.4
Fwd: 23.9		 2.23 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.5 8.0 8.4 7.0 7.6
WRB
$74.97
Financial		 15.8
Fwd: 16.1		 2.46 0.32
0.4		 20.9%
13.0%		 $8.64
11.5%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.4 7.5 8.7 7.0 7.6
BMI
$187.87
Technology		 40.0
Fwd: 34.5		 3.62 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.5 8.3 8.7 4.7 7.6
CARG
$33.34
Consumer Cyclical		 26.9
Fwd: 13.4		 1.36 0.45
3.0		 29.2%
14.1%		 $2.31
6.9%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 8.3 8.9 7.3 5.2 7.6
CB
$287.55
Financial		 12.0
Fwd: 10.9		 1.44 0.31
0.4		 14.1%
16.5%		 $37.34
13.0%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 7.1 8.2 6.2 7.5
AVGO
$349.43
Technology		 89.3
Fwd: 37.5		 2.52 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 4.7 7.3 8.4 7.2 7.5
SPGI
$496.42
Financial		 36.1
Fwd: 25.1		 2.99 0.36
1.0		 12.6%
28.1%		 $18.03
3.6%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.2 6.6 9.3 8.3 7.5
OKTA
$85.21
Technology		 100.5
Fwd: 23.6		 7.97 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 5.7 9.8 6.3 7.5
MA
$551.97
Financial		 35.3
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.9 7.8 6.7 7.5
HOOD
$130.36
Financial		 54.1
Fwd: 53.6		 2.47 2.27
1.2		 27.8%
51.9%		 N/A
N/A		 60.7% N/A EPS: +315.2% | Sales: +73.5% 4.1 8.6 9.1 4.2 7.5
BRO
$78.54
Financial		 23.6
Fwd: 16.7		 2.24 0.65
1.2		 10.5%
18.0%		 $3.81
4.8%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.3 5.7 9.4 8.3 7.4
AMAT
$230.07
Technology		 27.4
Fwd: 24.1		 3.48 0.35
2.5		 35.6%
23.9%		 $7.31
3.2%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.9 8.7 7.3 6.9 7.4
APH
$139.09
Technology		 46.4
Fwd: 35.6		 1.39 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.1 7.5 7.4 7.2 7.4
CDNS
$325.05
Technology		 83.9
Fwd: 40.3		 5.22 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.7 7.6 8.8 7.4
MLI
$107.09
Industrials		 16.0
Fwd: 13.9		 N/A 0.01
4.8		 26.1%
18.1%		 $6.10
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.2 8.0 4.5 7.3
GS
$786.34
Financial		 16.0
Fwd: 14.2		 1.05 5.24
1.3		 13.6%
12.5%		 $190.86
24.3%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 5.9 9.7 3.8 7.3
ADP
$254.16
Technology		 25.1
Fwd: 21.2		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 8.9 6.7 7.3 7.3
BMRN
$51.46
Healthcare		 19.3
Fwd: 11.4		 0.58 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 6.8 7.8 4.9 7.3
CPNG
$28.88
Consumer Cyclical		 136.7
Fwd: 55.0		 1.07 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 4.4 9.4 5.7 7.3
MTB
$185.86
Financial		 11.4
Fwd: 9.9		 0.90 0.52
0.4		 9.6%
19.8%		 $23.77
12.8%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 5.8 8.2 6.1 7.2
SQ
$65.45
Technology		 14.0
Fwd: 19.0		 1.53 0.28
2.0		 14.3%
12.4%		 $1.74
2.7%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 8.1 5.6 8.1 N/A 7.2
GWW
$955.04
Industrials		 26.7
Fwd: 21.9		 3.67 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 7.5 7.5 7.9 7.2
ZTS
$120.24
Healthcare		 20.3
Fwd: 17.6		 2.51 1.35
3.6		 49.9%
28.2%		 $5.08
4.2%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 7.9 6.9 7.7 7.2
AMZN
$244.41
Consumer Cyclical		 34.5
Fwd: 31.2		 1.72 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 6.7 5.0 8.7 7.1 7.2
LMAT
$86.82
Healthcare		 42.2
Fwd: 34.2		 3.27 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.8 6.5 8.4 7.3 7.1
IR
$77.50
Industrials		 57.5
Fwd: 21.7		 9.66 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 4.9 9.9 7.0 7.1
TSM
$286.50
Technology		 29.4
Fwd: 23.0		 0.97 0.19
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 8.6 7.9 0.5 7.1
ELF
$73.74
Consumer Defensive		 52.3
Fwd: 21.1		 5.91 0.80
2.7		 8.8%
5.9%		 $2.50
3.4%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 5.3 10.0 8.2 7.1
DPZ
$410.18
Consumer Cyclical		 24.0
Fwd: 21.0		 2.81 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.5 6.7 6.9 7.1
ULTA
$517.79
Consumer Cyclical		 19.9
Fwd: 19.1		 3.42 0.88
1.4		 48.5%
10.3%		 $21.23
4.1%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 7.9 7.3 6.9 7.1
PSA
$278.05
Real Estate		 28.9
Fwd: 26.7		 23.30 1.08
1.7		 20.0%
35.4%		 $16.69
6.0%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 6.4 9.9 6.8 7.1
AZO
$3718.26
Consumer Cyclical		 25.7
Fwd: 20.4		 2.12 N/A
0.9		 N/A
13.2%		 $107.62
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 6.9 7.1 7.3 7.0
CTAS
$185.07
Industrials		 41.1
Fwd: 34.5		 3.92 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.2 7.0 7.6 7.0
JKHY
$160.80
Technology		 24.4
Fwd: 23.1		 3.75 0.01
1.1		 23.4%
19.9%		 $8.20
5.1%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 4.4 8.7 6.6 7.0 7.0
SOFI
$28.21
Financial		 51.0
Fwd: 46.7		 1.78 0.32
4.9		 8.6%
14.4%		 $1.30
4.6%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 5.5 5.3 9.8 5.1 7.0
TT
$434.50
Industrials		 33.4
Fwd: 29.4		 2.34 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 7.8 7.0 7.0 7.0
PWR
$445.01
Industrials		 66.0
Fwd: 35.8		 3.90 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.6 5.3 9.1 7.7 7.0
MKTX
$167.27
Financial		 28.1
Fwd: 20.7		 3.48 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.9 8.5 7.0 6.6 7.0
CHKP
$200.29
Technology		 21.9
Fwd: 19.0		 2.65 0.00
1.2		 34.2%
37.6%		 $10.93
5.5%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.6 9.8 6.1 5.2 7.0
ISRG
$560.00
Healthcare		 74.1
Fwd: 57.8		 4.95 0.00
4.7		 16.9%
28.6%		 $6.41
1.1%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.1 7.8 6.0 7.0
DDOG
$191.24
Technology		 647.8
Fwd: 83.1		 41.08 0.37
3.6		 3.5%
3.3%		 $2.70
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.6% 2.0 5.3 9.2 6.5 7.0
AXP
$368.54
Financial		 24.8
Fwd: 21.1		 1.98 1.83
7.2		 33.7%
13.2%		 $27.48
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 5.9 7.1 7.5 6.2 6.9
EPAM
$175.30
Technology		 26.8
Fwd: 14.0		 3.09 0.04
3.0		 10.2%
7.0%		 $7.36
4.2%		 15.6% 11.6% EPS: -0.3% | Sales: +14.3% 4.7 6.2 7.5 8.2 6.9
GILD
$118.84
Healthcare		 18.4
Fwd: 13.7		 0.70 1.16
1.5		 40.6%
27.9%		 $7.55
6.4%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 9.5 8.2 6.2 4.5 6.9
SE
$149.94
Consumer Cyclical		 76.1
Fwd: 30.4		 1.55 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 6.8 5.2 8.3 5.9 6.9
TSLA
$429.52
Consumer Cyclical		 287.0
Fwd: 194.3		 32.39 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 5.1 9.4 7.5 6.9
QCOM
$170.89
Technology		 34.9
Fwd: 13.5		 17.13 0.74
2.8		 23.3%
12.5%		 $11.97
7.0%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.6 7.4 5.7 6.9
ICE
$149.00
Financial		 27.1
Fwd: 19.9		 2.40 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 5.9 8.2 6.9 6.8
WDAY
$225.17
Technology		 104.1
Fwd: 21.3		 4.87 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 5.6 7.8 8.4 6.8
MCO
$487.98
Financial		 39.2
Fwd: 30.0		 2.93 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.6 6.3 6.8 6.8
ENPH
$30.22
Technology		 20.9
Fwd: 14.4		 11.81 1.24
2.0		 20.3%
12.9%		 $1.66
5.5%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.8 7.5 6.7 6.8
VICI
$30.34
Real Estate		 11.5
Fwd: 10.7		 2.57 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 5.7 8.7 7.1 6.8
TYL
$463.43
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 6.7 7.4 7.5 6.8
PAYX
$111.96
Technology		 25.1
Fwd: 19.0		 3.25 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 8.0 6.0 8.1 6.8
CHD
$86.86
Consumer Defensive		 27.4
Fwd: 23.2		 5.36 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.8 7.8 7.2 6.7
LOW
$233.16
Consumer Cyclical		 19.2
Fwd: 17.6		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.0 6.7 5.4 6.7
BR
$221.72
Technology		 28.4
Fwd: 21.7		 2.95 1.32
0.9		 38.2%
13.1%		 $11.04
5.0%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.1 6.5 7.1 6.7
O
$56.87
Real Estate		 53.2
Fwd: 36.9		 2.97 0.74
2.2		 2.5%
17.1%		 $3.99
7.0%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 3.9 5.1 9.2 7.9 6.7
SBUX
$85.57
Consumer Cyclical		 52.5
Fwd: 28.2		 2.77 N/A
0.7		 N/A
5.0%		 $2.15
2.5%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.7 6.2 7.5 7.3 6.7
EXR
$133.18
Real Estate		 29.8
Fwd: 27.3		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
5.9%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 5.1 9.0 8.3 6.7
CINF
$164.64
Financial		 12.2
Fwd: 19.4		 1.95 0.06
0.6		 14.5%
17.6%		 $17.90
10.9%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.7 5.9 7.1 6.7
GGG
$81.65
Industrials		 27.9
Fwd: 25.7		 3.66 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.0 8.7 6.2 6.3 6.7
HEI
$323.02
Industrials		 70.8
Fwd: 60.7		 4.06 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 6.4 8.2 7.2 6.7
AAPL
$268.47
Technology		 36.0
Fwd: 29.8		 3.59 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.6 6.2 5.3 6.6
WST
$271.04
Healthcare		 40.1
Fwd: 34.8		 4.28 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.2 7.0 7.0 6.6
CSGP
$67.52
Real Estate		 1313.6
Fwd: 47.4		 37.45 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 5.5 9.2 8.4 6.6
ORLY
$97.09
Consumer Cyclical		 33.6
Fwd: 29.3		 3.21 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 7.2 6.5 8.2 6.6
ABT
$126.36
Healthcare		 15.8
Fwd: 22.3		 1.53 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 7.9 5.6 6.0 6.6
ILMN
$121.90
Healthcare		 27.3
Fwd: 24.4		 2.52 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 5.7 8.0 6.5 4.8 6.6
TDY
$513.17
Technology		 29.7
Fwd: 21.7		 3.33 0.24
1.8		 8.1%
13.6%		 $22.11
4.3%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.5 6.3 7.0 7.0 6.5
GDDY
$132.03
Technology		 22.8
Fwd: 18.4		 2.10 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.1 5.1 7.1 7.3 6.5
HLT
$273.32
Consumer Cyclical		 39.6
Fwd: 30.1		 2.91 N/A
0.7		 N/A
14.2%		 $10.28
3.8%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 4.4 7.9 6.4 6.5 6.5
POOL
$252.01
Industrials		 23.0
Fwd: 21.7		 4.82 1.01
2.6		 29.2%
7.8%		 $10.59
4.2%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.4 7.5 6.4 6.5
SMCI
$39.76
Technology		 31.8
Fwd: 13.0		 1.64 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.2 3.8 8.0 6.2 6.5
FAST
$40.85
Industrials		 38.3
Fwd: 33.6		 3.83 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.0 5.6 8.5 6.5
PH
$844.01
Industrials		 30.1
Fwd: 25.9		 3.50 0.75
1.1		 27.3%
18.2%		 $26.75
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: +0.2% 4.0 7.1 6.9 6.5 6.5
CTSH
$73.20
Technology		 17.0
Fwd: 13.1		 1.95 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.7 5.5 5.8 6.4
AWI
$188.71
Industrials		 27.0
Fwd: 22.4		 1.85 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 7.7 5.2 6.0 6.3
JNJ
$186.57
Healthcare		 18.0
Fwd: 16.2		 2.44 0.58
1.1		 33.6%
27.3%		 $8.13
4.4%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 6.2 8.3 5.2 5.7 6.3
CELH
$41.52
Consumer Defensive		 437.1
Fwd: 27.8		 7.37 0.29
1.8		 3.1%
1.1%		 $0.82
2.0%		 78.3% 54.3% EPS: -64.7% | Sales: +55.1% 3.2 4.4 9.9 6.4 6.3
JPM
$314.21
Financial		 15.6
Fwd: 14.8		 1.95 3.06
1.1		 16.4%
20.4%		 $16.86
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.6 5.1 7.6 5.4 6.3
NDAQ
$87.24
Financial		 31.1
Fwd: 23.1		 2.18 0.80
1.0		 14.1%
19.9%		 $3.67
4.2%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 5.4 6.1 7.2 5.4 6.3
GD
$346.34
Industrials		 22.4
Fwd: 20.2		 1.99 0.40
1.4		 17.8%
8.2%		 $17.82
5.1%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 7.0 5.6 5.8 6.2
RSG
$205.59
Industrials		 30.6
Fwd: 28.1		 3.93 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.0 5.7 7.4 6.3 6.2
BSX
$100.02
Healthcare		 53.5
Fwd: 28.8		 3.31 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.3 6.2 6.8 6.1 6.2
TMO
$572.41
Healthcare		 33.1
Fwd: 23.3		 4.44 0.70
1.5		 13.1%
15.0%		 $16.27
2.8%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 5.5 7.0 6.9 6.2
BABA
$166.34
Consumer Cyclical		 19.4
Fwd: 17.4		 2.20 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 5.6 5.0 6.6 7.7 6.2
TDG
$1284.76
Industrials		 42.6
Fwd: 31.9		 3.83 N/A
3.1		 N/A
20.4%		 $33.83
2.6%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.8 5.5 7.3 6.3 6.2
SNPS
$393.43
Technology		 30.8
Fwd: 28.0		 3.29 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 5.0 6.0 9.2 6.1
AME
$196.29
Industrials		 31.0
Fwd: 24.6		 3.93 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.1 7.2 6.2 4.9 6.0
XYL
$151.31
Industrials		 38.9
Fwd: 27.3		 2.98 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 4.4 5.4 6.8 6.3 6.0
FITB
$42.87
Financial		 12.8
Fwd: 12.0		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 5.8 5.8 3.8 6.0
NKE
$61.09
Consumer Cyclical		 31.3
Fwd: 24.5		 2.63 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.5 6.2 5.6 6.5 5.9
CME
$276.50
Financial		 26.8
Fwd: 23.9		 4.20 0.13
1.0		 13.3%
58.1%		 $11.33
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.3 6.1 5.9 5.9
EA
$200.60
Communication Services		 58.6
Fwd: 21.6		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 7.3 5.8 5.0 5.9
MAR
$291.16
Consumer Cyclical		 30.8
Fwd: 25.8		 2.91 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.2 6.2 6.0 5.5 5.9
DIS
$110.74
Communication Services		 17.4
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 8.5 5.5 5.7 5.2 5.9
VRSN
$241.97
Technology		 28.2
Fwd: 24.6		 3.28 N/A
0.5		 N/A
49.9%		 $10.85
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.7 7.5 5.5 4.9 5.9
ROK
$373.49
Industrials		 48.8
Fwd: 27.9		 3.83 0.97
2.4		 24.2%
10.4%		 $12.08
3.2%		 5.7% -2.6% EPS: -3.3% | Sales: +1.0% 3.8 7.0 6.1 4.7 5.8
CMI
$473.34
Industrials		 24.6
Fwd: 18.7		 2.16 0.63
1.8		 23.8%
7.9%		 $16.53
3.5%		 7.7% 14.4% EPS: +53.4% | Sales: -1.8% 6.7 5.9 5.6 5.5 5.8
COF
$217.82
Financial		 92.4
Fwd: 10.4		 4.22 0.45
2.1		 1.5%
1.7%		 $32.80
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 5.6 6.6 6.0 5.8
WPM
$99.06
Basic Materials		 57.1
Fwd: 30.8		 1.76 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 5.5 6.5 7.5 0.5 5.8
MSI
$390.75
Technology		 31.4
Fwd: 24.0		 3.74 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.6 6.5 6.3 5.8
VMC
$287.30
Basic Materials		 34.1
Fwd: 29.2		 2.39 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 4.4 5.2 6.3 6.9 5.8
ABBV
$219.16
Healthcare		 165.4
Fwd: 15.3		 10.06 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 4.1 7.4 5.8 5.7
LIN
$420.51
Basic Materials		 28.2
Fwd: 23.5		 3.49 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.1 6.2 6.1 5.5 5.7
LMT
$458.35
Industrials		 25.6
Fwd: 15.6		 2.15 3.59
1.1		 62.8%
5.7%		 $19.85
4.3%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 7.1 4.8 5.7 6.2 5.7
VRSK
$214.66
Industrials		 32.8
Fwd: 28.0		 3.71 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.3 6.8 5.0 5.7
FSLR
$267.64
Technology		 20.6
Fwd: 11.9		 0.64 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.7 4.5 4.6 5.7
WMT
$102.59
Consumer Defensive		 38.7
Fwd: 34.9		 4.10 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.5 6.6 6.8 5.7
SAP
$251.96
Technology		 37.7
Fwd: 30.2		 1.34 0.21
1.1		 16.3%
19.5%		 $6.33
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 7.9 7.5 5.7 0.5 5.7
RTX
$176.97
Industrials		 36.3
Fwd: 26.0		 3.65 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.1 4.3 6.9 6.3 5.6
SYK
$356.03
Healthcare		 46.8
Fwd: 23.8		 4.20 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 5.9 6.6 3.8 5.6
TJX
$144.61
Consumer Cyclical		 33.0
Fwd: 28.5		 3.48 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.1 5.5 4.9 5.6
CMCSA
$27.35
Communication Services		 4.5
Fwd: 6.5		 2.97 1.02
0.9		 24.7%
18.3%		 $5.76
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.2 6.1 5.4 5.7 5.6
HIMS
$41.03
Healthcare		 75.9
Fwd: 55.2		 3.43 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 3.3 4.5 6.8 6.0 5.6
ROST
$161.08
Consumer Cyclical		 25.6
Fwd: 23.4		 4.35 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.0 5.5 5.1 5.6
MS
$162.36
Financial		 16.7
Fwd: 15.4		 1.26 3.92
1.6		 15.2%
13.8%		 $6.51
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.8 6.1 3.9 5.6
TRMB
$78.90
Technology		 53.7
Fwd: 22.9		 4.63 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 5.5 5.9 5.6 5.5
MCD
$299.66
Consumer Cyclical		 25.6
Fwd: 22.6		 3.69 N/A
1.0		 N/A
32.0%		 $10.35
3.5%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.4 5.3 5.5 5.5
IEX
$167.96
Industrials		 26.6
Fwd: 20.0		 5.47 0.48
2.9		 12.2%
14.0%		 $7.80
4.6%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 6.2 5.7 5.0 5.5
COP
$86.83
Energy		 12.3
Fwd: 13.6		 6.08 0.36
1.3		 15.4%
14.8%		 $5.68
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +8.4% 3.9 5.6 5.9 6.1 5.5
ETN
$373.77
Industrials		 37.4
Fwd: 27.2		 2.94 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 4.4 6.2 5.8 4.3 5.5
PEP
$142.95
Consumer Defensive		 27.2
Fwd: 16.7		 7.79 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.6 7.7 6.4 5.4
ATEN
$17.23
Technology		 25.2
Fwd: 18.1		 3.71 1.11
3.6		 23.9%
17.8%		 $1.00
5.8%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.5 6.5 5.7 3.1 5.4
SLB
$36.66
Energy		 14.2
Fwd: 12.4		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 5.7 5.5 3.8 5.4
HOLX
$74.10
Healthcare		 29.8
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.14
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.2 6.1 5.5 4.6 5.4
DAL
$58.88
Industrials		 8.3
Fwd: 8.2		 0.84 1.11
0.4		 28.5%
7.4%		 $4.71
8.0%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.1 4.6 4.5 5.4
MKC
$65.04
Consumer Defensive		 22.5
Fwd: 20.4		 4.13 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 5.4 5.6 6.5 5.4
KO
$70.55
Consumer Defensive		 23.4
Fwd: 21.9		 3.74 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 5.2 5.3 6.3 5.4
DHR
$209.94
Healthcare		 43.2
Fwd: 25.0		 5.81 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 5.5 5.7 5.5 5.4
LHX
$290.66
Industrials		 31.2
Fwd: 23.4		 11.07 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 4.4 6.0 6.9 5.4
ITW
$245.49
Industrials		 23.8
Fwd: 21.9		 33.09 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 5.9 5.9 4.1 5.3
EW
$83.39
Healthcare		 35.5
Fwd: 29.1		 3.61 0.07
4.0		 13.6%
23.5%		 $1.39
1.7%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.3 7.2 4.6 4.3 5.3
KEYS
$180.87
Technology		 57.6
Fwd: 23.3		 4.85 0.49
3.6		 10.0%
10.4%		 $8.23
4.6%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 5.9 5.1 5.8 5.3
ON
$47.83
Technology		 62.4
Fwd: 16.5		 70.93 0.46
5.2		 3.9%
5.2%		 $3.40
7.1%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 4.8 6.3 4.0 5.3
SHW
$340.16
Basic Materials		 33.2
Fwd: 27.1		 4.27 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.6 6.5 6.5 5.3
BLK
$1082.20
Financial		 28.1
Fwd: 20.0		 2.32 0.27
4.0		 12.6%
25.9%		 $24.65
2.3%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.8 4.3 6.3 5.3
HD
$371.11
Consumer Cyclical		 25.2
Fwd: 22.8		 4.86 5.75
1.1		 193.9%
8.9%		 $14.30
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.4 6.0 5.8 5.3
ROP
$447.05
Technology		 30.8
Fwd: 20.7		 3.60 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.7 5.7 5.7 3.5 5.3
MLM
$610.64
Basic Materials		 32.2
Fwd: 28.2		 2.74 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.1 4.8 5.4 6.8 5.2
DLR
$169.89
Real Estate		 43.9
Fwd: 103.1		 4.87 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 3.9 7.8 5.8 5.2
EMR
$129.49
Industrials		 32.0
Fwd: 18.3		 3.77 0.65
0.9		 10.9%
12.7%		 $4.74
3.7%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 4.3 5.9 5.3 4.2 5.2
CAT
$563.10
Industrials		 28.9
Fwd: 25.4		 4.52 2.01
1.4		 46.3%
14.3%		 $16.15
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 5.5 6.0 4.1 5.2
UNP
$221.48
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 5.9 5.2 2.5 5.2
UPS
$95.95
Industrials		 14.8
Fwd: 13.4		 12.89 1.85
1.3		 33.7%
6.2%		 $5.19
5.4%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.3 5.2 5.8 5.2
XOM
$117.22
Energy		 17.0
Fwd: 15.8		 3.56 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.5 5.7 5.5 3.8 5.2
MDT
$92.20
Healthcare		 25.5
Fwd: 15.2		 4.31 0.60
2.0		 9.7%
13.6%		 $4.13
4.5%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.8 5.3 4.4 5.1
AMT
$177.95
Real Estate		 28.4
Fwd: 25.6		 1.89 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.7 2.9 7.4 3.6 5.1
HON
$194.07
Industrials		 20.4
Fwd: 19.0		 3.45 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.2 5.6 3.9 5.1
TXN
$160.55
Technology		 29.3
Fwd: 26.4		 2.38 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.5 4.5 3.3 5.1
QSR
$67.74
Consumer Cyclical		 24.1
Fwd: 16.9		 2.58 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.1 2.1 6.6 6.0 5.1
AXON
$602.51
Industrials		 190.7
Fwd: 78.7		 10.91 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.4 8.1 4.6 5.0
FIS
$64.78
Technology		 204.0
Fwd: 10.2		 20.99 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 4.5 5.7 3.9 5.0
SBAC
$197.40
Real Estate		 24.9
Fwd: 22.3		 2.70 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.5 7.0 3.4 5.0
TRI
$137.57
Industrials		 35.4
Fwd: 30.9		 3.51 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 3.7 6.9 5.6 0.5 5.0
CHTR
$219.86
Communication Services		 6.1
Fwd: 5.1		 0.52 6.24
0.4		 34.8%
9.3%		 $16.96
7.7%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.7 1.7 5.3 6.0 4.9
NOC
$568.61
Industrials		 20.4
Fwd: 19.7		 3.32 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.7 3.9 5.2 6.0 4.9
UL
$61.47
Consumer Defensive		 25.2
Fwd: 17.0		 3.39 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.5 6.2 5.4 0.5 4.8
WM
$201.92
Industrials		 31.8
Fwd: 24.3		 3.40 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.1 3.0 6.0 5.2 4.7
ECL
$256.13
Basic Materials		 36.8
Fwd: 30.2		 2.79 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 3.9 5.3 5.2 3.1 4.7
BRK-B
$499.06
Financial		 16.0
Fwd: 23.0		 16.45 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.4 4.1 6.0 4.7
GATX
$155.08
Industrials		 18.1
Fwd: 15.9		 1.93 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.6 4.9 4.5 4.5
ORCL
$239.26
Technology		 55.4
Fwd: 29.9		 2.54 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 5.8 2.5 5.0 5.9 4.5
KMI
$26.55
Energy		 21.8
Fwd: 19.4		 2.50 1.06
0.6		 8.9%
16.6%		 $1.12
4.2%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.3 4.2 5.5 2.8 4.5
ENB
$47.71
Energy		 23.5
Fwd: 20.8		 3.15 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 4.0 3.9 5.5 2.9 4.4
APD
$259.74
Basic Materials		 N/A
Fwd: 18.6		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -39.5% | Sales: -0.5% 5.2 3.2 4.9 3.2 4.1
ODD
$38.97
Technology		 21.8
Fwd: 17.4		 1.17 0.07
6.3		 30.4%
14.7%		 $2.33
6.0%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.8 9.8 10.0 7.9 9.5
MEDP
$589.15
Healthcare		 41.2
Fwd: 35.5		 3.03 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 4.3 9.8 10.0 9.3 9.2
APPF
$251.80
Technology		 45.2
Fwd: 39.5		 1.97 0.08
2.9		 44.7%
22.5%		 $5.89
2.3%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.4 9.6 9.5 9.3 9.2
EXEL
$40.81
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 9.0 8.2 9.2
DECK
$81.77
Consumer Cyclical		 12.1
Fwd: 11.9		 1.72 0.14
3.1		 43.3%
19.4%		 $6.72
8.2%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.2 9.2 9.5 9.1
CPRX
$21.39
Healthcare		 12.5
Fwd: 12.1		 1.18 0.00
6.6		 27.5%
37.6%		 $1.91
8.9%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.5 9.5 9.3 6.8 8.9
ADBE
$326.95
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.93
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.8 8.2 9.2 8.9
NVDA
$188.15
Technology		 53.5
Fwd: 28.2		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.3 9.4 8.8 8.9 8.8
DXCM
$55.00
Healthcare		 30.6
Fwd: 22.1		 1.37 0.94
1.6		 30.6%
16.0%		 $2.72
5.0%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.9 8.0 9.7 8.8 8.8
PGR
$217.27
Financial		 11.9
Fwd: 13.2		 2.22 0.19
0.7		 34.2%
12.6%		 $29.09
13.4%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.2 9.1 9.4 8.8
DUOL
$201.21
Technology		 25.6
Fwd: 45.3		 0.60 0.07
2.8		 36.2%
40.0%		 $7.74
3.8%		 60.3% N/A EPS: +318.9% | Sales: +39.9% 8.9 9.2 8.7 7.5 8.7
APP
$619.93
Communication Services		 78.1
Fwd: 42.5		 1.26 2.38
3.2		 230.7%
49.3%		 $9.92
1.6%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 6.9 7.8 10.0 7.6 8.6
ASML
$1016.96
Technology		 38.1
Fwd: 33.5		 1.68 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.6 8.0 9.1 8.6
ANET
$134.65
Technology		 51.2
Fwd: 40.2		 2.44 0.00
3.2		 31.7%
39.7%		 $3.21
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.5 9.3 6.6 8.6
FTNT
$81.79
Technology		 33.7
Fwd: 28.1		 3.12 1.35
1.0		 228.0%
28.6%		 $2.65
3.2%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 9.0 8.8 9.4 8.6
PAYC
$162.15
Technology		 20.2
Fwd: 16.1		 1.87 0.05
1.1		 28.6%
22.6%		 $6.78
4.2%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.1 7.8 9.8 8.6
DOCS
$54.29
Healthcare		 46.6
Fwd: 31.6		 4.29 0.01
6.4		 24.2%
39.9%		 $1.53
2.8%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 9.3 9.8 7.2 8.5
HALO
$68.24
Healthcare		 14.3
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.5 8.2 8.9 7.0 8.5
QLYS
$149.73
Technology		 29.0
Fwd: 20.3		 3.42 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 4.8 9.9 8.4 7.8 8.4
PCTY
$141.88
Technology		 35.5
Fwd: 17.4		 3.52 0.12
1.0		 20.4%
13.8%		 $7.33
5.2%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.5 8.5 9.0 9.1 8.4
RMD
$251.49
Healthcare		 25.7
Fwd: 20.8		 2.26 0.14
2.9		 25.4%
27.4%		 $12.11
4.8%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.9 8.2 9.1 8.4
YOU
$36.08
Technology		 18.9
Fwd: 28.1		 N/A 0.77
0.9		 130.9%
21.0%		 $2.21
6.1%		 32.0% N/A EPS: +135.7% | Sales: +17.8% 6.2 9.6 8.9 5.5 8.4
NSSC
$42.14
Industrials		 34.3
Fwd: 27.5		 2.06 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 5.6 9.0 8.7 7.9 8.2
LRN
$72.01
Consumer Defensive		 11.1
Fwd: 9.2		 0.87 0.38
6.8		 23.0%
12.8%		 $8.61
12.0%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 8.0 9.7 4.7 8.2
DT
$47.22
Technology		 28.3
Fwd: 25.7		 1.87 0.03
1.5		 20.6%
27.3%		 $1.58
3.3%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.4 8.3 8.4 7.6 8.2
ABNB
$120.88
Consumer Cyclical		 29.2
Fwd: 25.1		 2.60 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 5.7 9.8 8.8 5.1 8.2
MANH
$177.61
Technology		 50.5
Fwd: 32.7		 5.69 0.15
1.3		 73.6%
20.2%		 $5.53
3.1%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 8.4 6.1 8.1
ADSK
$297.18
Technology		 61.6
Fwd: 26.3		 3.89 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.5 8.3 8.9 8.1
ZM
$81.69
Technology		 21.5
Fwd: 13.8		 5.16 0.01
4.4		 13.6%
25.0%		 $6.17
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 8.1 9.3 6.7 8.0
KLAC
$1193.37
Technology		 37.5
Fwd: 28.6		 3.39 1.22
2.6		 99.2%
33.8%		 $29.47
2.5%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.1 8.2 7.1 8.0
MPWR
$958.26
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.3 8.6 8.0 7.4 8.0
PINS
$27.09
Communication Services		 9.4
Fwd: 13.5		 0.45 0.04
8.4		 51.5%
49.0%		 $1.66
6.1%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.2 7.7 5.9 8.0
EXLS
$39.54
Technology		 26.8
Fwd: 18.1		 1.77 0.46
2.9		 26.0%
11.9%		 $1.81
4.6%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.6 8.3 7.9 8.0
QFIN
$22.28
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.5 7.4 7.4 8.0
PYPL
$66.22
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.6 8.0 8.0 8.0
MELI
$2108.60
Consumer Cyclical		 51.5
Fwd: 34.3		 1.64 2.08
1.2		 40.6%
7.9%		 $130.48
6.2%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 6.8 6.6 9.2 8.2 7.9
V
$336.02
Financial		 33.2
Fwd: 23.2		 2.68 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 4.2 9.5 8.6 6.1 7.9
GOOGL
$278.83
Communication Services		 27.5
Fwd: 25.0		 1.65 0.11
1.8		 35.5%
32.2%		 $6.09
2.2%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 8.9 7.2 8.6 7.9
META
$621.71
Communication Services		 27.5
Fwd: 20.9		 2.28 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.8 7.5 8.4 7.9
ACAD
$22.57
Healthcare		 14.5
Fwd: 30.7		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
5.2%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.2 8.2 5.7 7.9
VEEV
$294.86
Healthcare		 60.5
Fwd: 34.9		 4.28 0.01
5.6		 13.7%
27.3%		 $8.10
2.7%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 8.1 9.2 7.7 7.9
NOW
$861.87
Technology		 104.2
Fwd: 42.2		 5.04 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.9 9.1 7.5 7.9
LULU
$166.13
Consumer Cyclical		 11.4
Fwd: 13.1		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.7%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 8.0 8.2 7.7 7.9
REGN
$657.53
Healthcare		 15.7
Fwd: 15.4		 4.51 0.09
4.1		 15.2%
32.1%		 $40.17
6.1%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 8.2 8.5 8.4 7.8
MSFT
$496.82
Technology		 35.4
Fwd: 26.5		 2.00 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.6 6.9 9.1 7.8
CMG
$30.59
Consumer Cyclical		 27.0
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.1 9.2 7.7 7.7
IDXX
$708.45
Healthcare		 56.2
Fwd: 49.3		 3.65 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.2 7.7 7.7 7.7
FICO
$1740.00
Technology		 65.5
Fwd: 34.8		 2.63 N/A
0.8		 N/A
32.8%		 $32.07
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.5 8.9 7.2 8.2 7.7
MNST
$69.73
Consumer Defensive		 43.5
Fwd: 31.8		 3.05 0.00
3.5		 24.1%
20.5%		 $1.90
2.7%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 3.3 8.6 8.8 7.5 7.7
INTU
$648.85
Technology		 47.3
Fwd: 24.7		 3.37 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.5 7.9 7.8 8.9 7.7
NFLX
$1103.66
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.4 7.2 8.0 7.7
PODD
$319.82
Healthcare		 92.8
Fwd: 52.0		 2.75 0.73
2.9		 19.7%
9.8%		 $5.62
1.8%		 22.9% 98.8% EPS: -40.5% | Sales: +27.1% 3.6 6.9 9.3 8.0 7.7
LRCX
$159.35
Technology		 35.1
Fwd: 28.6		 2.41 0.44
2.2		 62.3%
29.7%		 $4.42
2.8%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.3 7.7 4.9 7.6
SCHW
$95.24
Financial		 22.3
Fwd: 17.1		 0.85 0.56
1.2		 17.0%
28.6%		 $21.69
22.8%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 7.4 7.8 6.5 7.6
BKNG
$4940.00
Consumer Cyclical		 32.1
Fwd: 18.6		 1.82 N/A
1.3		 N/A
19.4%		 $257.96
5.2%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 8.8 6.8 6.9 7.6
COST
$922.74
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.5 9.1 8.9 7.5
PTC
$176.11
Technology		 28.7
Fwd: 20.5		 3.79 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.9 7.7 7.8 7.5
NVMI
$307.59
Technology		 40.4
Fwd: 32.0		 2.38 0.75
4.6		 23.6%
28.7%		 $7.81
2.5%		 24.5% 35.3% EPS: +51.2% | Sales: +39.4% 6.4 7.2 8.3 6.2 7.5
ROL
$58.61
Consumer Cyclical		 55.0
Fwd: 46.7		 4.49 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.6 8.2 7.4 7.5
MA
$551.97
Financial		 35.3
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.9 7.4 6.7 7.4
ONTO
$139.09
Technology		 34.4
Fwd: 24.4		 4.07 0.01
9.6		 10.5%
19.3%		 $4.87
3.5%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 6.7 9.2 6.3 7.4
ADP
$254.16
Technology		 25.1
Fwd: 21.2		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 9.2 6.5 7.3 7.4
CPRT
$40.51
Industrials		 25.5
Fwd: 21.4		 2.41 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.1 6.8 8.2 7.7 7.4
AMAT
$230.07
Technology		 27.4
Fwd: 24.1		 3.48 0.35
2.5		 35.6%
23.9%		 $7.31
3.2%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.9 8.7 7.2 6.9 7.4
DOCU
$69.70
Technology		 52.6
Fwd: 17.2		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 7.9 8.1 6.5 7.4
CARG
$33.34
Consumer Cyclical		 26.9
Fwd: 13.4		 1.36 0.45
3.0		 29.2%
14.1%		 $2.31
6.9%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 8.3 9.0 6.7 5.2 7.4
USLM
$115.70
Basic Materials		 25.4
Fwd: 23.9		 2.23 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.5 7.8 7.9 7.0 7.3
WRB
$74.97
Financial		 15.8
Fwd: 16.1		 2.46 0.32
0.4		 20.9%
13.0%		 $8.64
11.5%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.4 7.4 8.2 7.0 7.3
CRM
$239.88
Technology		 34.8
Fwd: 18.9		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.1 6.7 7.8 8.7 7.3
AMD
$233.54
Technology		 115.4
Fwd: 36.6		 2.74 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 4.4 6.0 8.7 8.1 7.3
PANW
$212.29
Technology		 132.7
Fwd: 49.2		 9.83 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 8.0 7.5 8.2 7.3
BMI
$187.87
Technology		 40.0
Fwd: 34.5		 3.62 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.5 8.1 8.2 4.7 7.3
ZTS
$120.24
Healthcare		 20.3
Fwd: 17.6		 2.51 1.35
3.6		 49.9%
28.2%		 $5.08
4.2%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 8.3 6.6 7.7 7.2
DASH
$204.31
Consumer Cyclical		 103.8
Fwd: 57.9		 0.64 0.34
2.0		 10.1%
6.8%		 $4.87
2.4%		 64.7% N/A EPS: +570.4% | Sales: +24.5% 7.8 5.8 8.4 6.0 7.2
AVGO
$349.43
Technology		 89.3
Fwd: 37.5		 2.52 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 4.7 7.5 7.5 7.2 7.2
CB
$287.55
Financial		 12.0
Fwd: 10.9		 1.44 0.31
0.4		 14.1%
16.5%		 $37.34
13.0%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 6.8 7.6 6.2 7.2
GWW
$955.04
Industrials		 26.7
Fwd: 21.9		 3.67 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 7.5 7.3 7.9 7.2
HOOD
$130.36
Financial		 54.1
Fwd: 53.6		 2.47 2.27
1.2		 27.8%
51.9%		 N/A
N/A		 60.7% N/A EPS: +315.2% | Sales: +73.5% 4.1 8.6 8.2 4.2 7.2
MLI
$107.09
Industrials		 16.0
Fwd: 13.9		 N/A 0.01
4.8		 26.1%
18.1%		 $6.10
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.0 7.7 4.5 7.2
APH
$139.09
Technology		 46.4
Fwd: 35.6		 1.39 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.1 7.6 6.8 7.2 7.2
ETSY
$59.09
Consumer Cyclical		 41.3
Fwd: 23.3		 5.12 N/A
3.2		 N/A
6.4%		 $6.44
10.9%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.0 5.8 8.7 8.4 7.1
CTAS
$185.07
Industrials		 41.1
Fwd: 34.5		 3.92 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.2 7.0 7.6 7.1
CDNS
$325.05
Technology		 83.9
Fwd: 40.3		 5.22 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.9 6.8 8.8 7.1
DPZ
$410.18
Consumer Cyclical		 24.0
Fwd: 21.0		 2.81 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.5 6.5 6.9 7.1
ULTA
$517.79
Consumer Cyclical		 19.9
Fwd: 19.1		 3.42 0.88
1.4		 48.5%
10.3%		 $21.23
4.1%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.0 7.2 6.9 7.1
SHOP
$152.41
Technology		 111.6
Fwd: 83.2		 5.20 0.09
3.9		 15.7%
16.6%		 $1.46
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.2 8.4 5.9 7.0
TSM
$286.50
Technology		 29.4
Fwd: 23.0		 0.97 0.19
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 8.7 7.5 0.5 7.0
GILD
$118.84
Healthcare		 18.4
Fwd: 13.7		 0.70 1.16
1.5		 40.6%
27.9%		 $7.55
6.4%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 9.5 8.6 5.8 4.5 7.0
BRO
$78.54
Financial		 23.6
Fwd: 16.7		 2.24 0.65
1.2		 10.5%
18.0%		 $3.81
4.8%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.3 5.8 8.2 8.3 7.0
AZO
$3718.26
Consumer Cyclical		 25.7
Fwd: 20.4		 2.12 N/A
0.9		 N/A
13.2%		 $107.62
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 6.8 6.9 7.3 7.0
TT
$434.50
Industrials		 33.4
Fwd: 29.4		 2.34 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 7.8 6.7 7.0 6.9
BMRN
$51.46
Healthcare		 19.3
Fwd: 11.4		 0.58 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 6.8 7.0 4.9 6.9
JKHY
$160.80
Technology		 24.4
Fwd: 23.1		 3.75 0.01
1.1		 23.4%
19.9%		 $8.20
5.1%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 4.4 8.5 6.3 7.0 6.9
CHKP
$200.29
Technology		 21.9
Fwd: 19.0		 2.65 0.00
1.2		 34.2%
37.6%		 $10.93
5.5%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.6 9.8 5.7 5.2 6.9
SPGI
$496.42
Financial		 36.1
Fwd: 25.1		 2.99 0.36
1.0		 12.6%
28.1%		 $18.03
3.6%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.2 6.6 7.7 8.3 6.9
AAPL
$268.47
Technology		 36.0
Fwd: 29.8		 3.59 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.9 6.2 5.3 6.8
OKTA
$85.21
Technology		 100.5
Fwd: 23.6		 7.97 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 5.8 8.4 6.3 6.8
MCO
$487.98
Financial		 39.2
Fwd: 30.0		 2.93 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.6 6.0 6.8 6.8
LOW
$233.16
Consumer Cyclical		 19.2
Fwd: 17.6		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.0 6.7 5.4 6.8
LMAT
$86.82
Healthcare		 42.2
Fwd: 34.2		 3.27 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.8 6.6 7.5 7.3 6.8
MKTX
$167.27
Financial		 28.1
Fwd: 20.7		 3.48 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.9 8.4 6.3 6.6 6.8
AXP
$368.54
Financial		 24.8
Fwd: 21.1		 1.98 1.83
7.2		 33.7%
13.2%		 $27.48
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 5.9 7.2 6.9 6.2 6.8
PAYX
$111.96
Technology		 25.1
Fwd: 19.0		 3.25 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 8.3 5.5 8.1 6.8
ABT
$126.36
Healthcare		 15.8
Fwd: 22.3		 1.53 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 8.1 5.7 6.0 6.7
AMZN
$244.41
Consumer Cyclical		 34.5
Fwd: 31.2		 1.72 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 6.7 4.9 8.0 7.1 6.7
GS
$786.34
Financial		 16.0
Fwd: 14.2		 1.05 5.24
1.3		 13.6%
12.5%		 $190.86
24.3%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 6.0 8.2 3.8 6.7
BR
$221.72
Technology		 28.4
Fwd: 21.7		 2.95 1.32
0.9		 38.2%
13.1%		 $11.04
5.0%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.4 6.2 7.1 6.7
ISRG
$560.00
Healthcare		 74.1
Fwd: 57.8		 4.95 0.00
4.7		 16.9%
28.6%		 $6.41
1.1%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.0 7.0 6.0 6.7
MTB
$185.86
Financial		 11.4
Fwd: 9.9		 0.90 0.52
0.4		 9.6%
19.8%		 $23.77
12.8%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 5.8 6.8 6.1 6.7
PSA
$278.05
Real Estate		 28.9
Fwd: 26.7		 23.30 1.08
1.7		 20.0%
35.4%		 $16.69
6.0%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 6.7 8.5 6.8 6.7
ILMN
$121.90
Healthcare		 27.3
Fwd: 24.4		 2.52 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 5.7 8.2 6.3 4.8 6.7
ELF
$73.74
Consumer Defensive		 52.3
Fwd: 21.1		 5.91 0.80
2.7		 8.8%
5.9%		 $2.50
3.4%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 5.5 8.7 8.2 6.6
GDDY
$132.03
Technology		 22.8
Fwd: 18.4		 2.10 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.1 5.6 7.0 7.3 6.6
SQ
$65.45
Technology		 14.0
Fwd: 19.0		 1.53 0.28
2.0		 14.3%
12.4%		 $1.74
2.7%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 8.1 5.4 7.2 N/A 6.6
ORLY
$97.09
Consumer Cyclical		 33.6
Fwd: 29.3		 3.21 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 7.2 6.4 8.2 6.6
GGG
$81.65
Industrials		 27.9
Fwd: 25.7		 3.66 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.0 8.4 5.9 6.3 6.5
FAST
$40.85
Industrials		 38.3
Fwd: 33.6		 3.83 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 7.9 5.5 8.5 6.5
PH
$844.01
Industrials		 30.1
Fwd: 25.9		 3.50 0.75
1.1		 27.3%
18.2%		 $26.75
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: +0.2% 4.0 7.1 6.8 6.5 6.5
CPNG
$28.88
Consumer Cyclical		 136.7
Fwd: 55.0		 1.07 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 4.5 7.8 5.7 6.5
QCOM
$170.89
Technology		 34.9
Fwd: 13.5		 17.13 0.74
2.8		 23.3%
12.5%		 $11.97
7.0%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.6 6.5 5.7 6.5
VICI
$30.34
Real Estate		 11.5
Fwd: 10.7		 2.57 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 5.9 7.6 7.1 6.5
HLT
$273.32
Consumer Cyclical		 39.6
Fwd: 30.1		 2.91 N/A
0.7		 N/A
14.2%		 $10.28
3.8%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 4.4 7.8 6.2 6.5 6.5
SOFI
$28.21
Financial		 51.0
Fwd: 46.7		 1.78 0.32
4.9		 8.6%
14.4%		 $1.30
4.6%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 5.5 5.5 8.4 5.1 6.5
IR
$77.50
Industrials		 57.5
Fwd: 21.7		 9.66 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 4.8 8.6 7.0 6.5
PWR
$445.01
Industrials		 66.0
Fwd: 35.8		 3.90 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.6 5.2 8.0 7.7 6.5
CINF
$164.64
Financial		 12.2
Fwd: 19.4		 1.95 0.06
0.6		 14.5%
17.6%		 $17.90
10.9%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.4 5.4 7.1 6.5
WST
$271.04
Healthcare		 40.1
Fwd: 34.8		 4.28 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.0 6.6 7.0 6.5
ENPH
$30.22
Technology		 20.9
Fwd: 14.4		 11.81 1.24
2.0		 20.3%
12.9%		 $1.66
5.5%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.9 6.5 6.7 6.5
JNJ
$186.57
Healthcare		 18.0
Fwd: 16.2		 2.44 0.58
1.1		 33.6%
27.3%		 $8.13
4.4%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 6.2 8.5 5.0 5.7 6.4
CHD
$86.86
Consumer Defensive		 27.4
Fwd: 23.2		 5.36 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.7 6.8 7.2 6.4
ICE
$149.00
Financial		 27.1
Fwd: 19.9		 2.40 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 6.0 6.8 6.9 6.4
SBUX
$85.57
Consumer Cyclical		 52.5
Fwd: 28.2		 2.77 N/A
0.7		 N/A
5.0%		 $2.15
2.5%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.7 5.9 6.9 7.3 6.4
EPAM
$175.30
Technology		 26.8
Fwd: 14.0		 3.09 0.04
3.0		 10.2%
7.0%		 $7.36
4.2%		 15.6% 11.6% EPS: -0.3% | Sales: +14.3% 4.7 5.8 6.5 8.2 6.4
AWI
$188.71
Industrials		 27.0
Fwd: 22.4		 1.85 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 7.7 5.0 6.0 6.3
POOL
$252.01
Industrials		 23.0
Fwd: 21.7		 4.82 1.01
2.6		 29.2%
7.8%		 $10.59
4.2%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.3 7.0 6.4 6.3
SE
$149.94
Consumer Cyclical		 76.1
Fwd: 30.4		 1.55 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 6.8 5.0 7.2 5.9 6.3
TYL
$463.43
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 6.5 6.5 7.5 6.3
WDAY
$225.17
Technology		 104.1
Fwd: 21.3		 4.87 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 5.6 6.6 8.4 6.3
EXR
$133.18
Real Estate		 29.8
Fwd: 27.3		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
5.9%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 5.3 7.3 8.3 6.2
CTSH
$73.20
Technology		 17.0
Fwd: 13.1		 1.95 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.4 5.1 5.8 6.2
DDOG
$191.24
Technology		 647.8
Fwd: 83.1		 41.08 0.37
3.6		 3.5%
3.3%		 $2.70
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.6% 2.0 5.3 7.7 6.5 6.2
O
$56.87
Real Estate		 53.2
Fwd: 36.9		 2.97 0.74
2.2		 2.5%
17.1%		 $3.99
7.0%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 3.9 5.2 7.7 7.9 6.1
HEI
$323.02
Industrials		 70.8
Fwd: 60.7		 4.06 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 6.4 6.9 7.2 6.1
TSLA
$429.52
Consumer Cyclical		 287.0
Fwd: 194.3		 32.39 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 4.9 7.8 7.5 6.1
GD
$346.34
Industrials		 22.4
Fwd: 20.2		 1.99 0.40
1.4		 17.8%
8.2%		 $17.82
5.1%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 6.8 5.2 5.8 6.0
CSGP
$67.52
Real Estate		 1313.6
Fwd: 47.4		 37.45 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 5.4 7.7 8.4 6.0
TDY
$513.17
Technology		 29.7
Fwd: 21.7		 3.33 0.24
1.8		 8.1%
13.6%		 $22.11
4.3%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.5 6.1 6.0 7.0 6.0
JPM
$314.21
Financial		 15.6
Fwd: 14.8		 1.95 3.06
1.1		 16.4%
20.4%		 $16.86
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.6 5.3 6.8 5.4 6.0
RSG
$205.59
Industrials		 30.6
Fwd: 28.1		 3.93 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.0 5.8 6.7 6.3 6.0
SNPS
$393.43
Technology		 30.8
Fwd: 28.0		 3.29 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 5.2 5.7 9.2 6.0
TMO
$572.41
Healthcare		 33.1
Fwd: 23.3		 4.44 0.70
1.5		 13.1%
15.0%		 $16.27
2.8%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 5.7 6.3 6.9 6.0
SMCI
$39.76
Technology		 31.8
Fwd: 13.0		 1.64 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.2 3.8 7.0 6.2 5.9
NDAQ
$87.24
Financial		 31.1
Fwd: 23.1		 2.18 0.80
1.0		 14.1%
19.9%		 $3.67
4.2%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 5.4 6.1 6.2 5.4 5.9
BSX
$100.02
Healthcare		 53.5
Fwd: 28.8		 3.31 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.3 6.3 6.0 6.1 5.9
TDG
$1284.76
Industrials		 42.6
Fwd: 31.9		 3.83 N/A
3.1		 N/A
20.4%		 $33.83
2.6%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.8 5.7 6.7 6.3 5.9
CME
$276.50
Financial		 26.8
Fwd: 23.9		 4.20 0.13
1.0		 13.3%
58.1%		 $11.33
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.3 5.8 5.9 5.9
MAR
$291.16
Consumer Cyclical		 30.8
Fwd: 25.8		 2.91 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.2 6.1 6.0 5.5 5.9
VRSK
$214.66
Industrials		 32.8
Fwd: 28.0		 3.71 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.9 6.8 5.0 5.9
AME
$196.29
Industrials		 31.0
Fwd: 24.6		 3.93 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.1 6.9 5.8 4.9 5.8
CELH
$41.52
Consumer Defensive		 437.1
Fwd: 27.8		 7.37 0.29
1.8		 3.1%
1.1%		 $0.82
2.0%		 78.3% 54.3% EPS: -64.7% | Sales: +55.1% 3.2 4.3 8.6 6.4 5.8
BABA
$166.34
Consumer Cyclical		 19.4
Fwd: 17.4		 2.20 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 5.6 4.8 5.8 7.7 5.8
FITB
$42.87
Financial		 12.8
Fwd: 12.0		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 5.8 5.2 3.8 5.7
MSI
$390.75
Technology		 31.4
Fwd: 24.0		 3.74 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 5.1 6.2 6.3 5.7
ROK
$373.49
Industrials		 48.8
Fwd: 27.9		 3.83 0.97
2.4		 24.2%
10.4%		 $12.08
3.2%		 5.7% -2.6% EPS: -3.3% | Sales: +1.0% 3.8 7.0 5.7 4.7 5.7
NKE
$61.09
Consumer Cyclical		 31.3
Fwd: 24.5		 2.63 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.5 6.2 5.2 6.5 5.7
TJX
$144.61
Consumer Cyclical		 33.0
Fwd: 28.5		 3.48 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.3 5.3 4.9 5.7
CMI
$473.34
Industrials		 24.6
Fwd: 18.7		 2.16 0.63
1.8		 23.8%
7.9%		 $16.53
3.5%		 7.7% 14.4% EPS: +53.4% | Sales: -1.8% 6.7 5.7 5.4 5.5 5.7
EA
$200.60
Communication Services		 58.6
Fwd: 21.6		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 7.2 5.3 5.0 5.7
LIN
$420.51
Basic Materials		 28.2
Fwd: 23.5		 3.49 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.1 6.0 6.1 5.5 5.7
XYL
$151.31
Industrials		 38.9
Fwd: 27.3		 2.98 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 4.4 5.2 6.1 6.3 5.6
DIS
$110.74
Communication Services		 17.4
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 8.5 5.6 5.0 5.2 5.6
LMT
$458.35
Industrials		 25.6
Fwd: 15.6		 2.15 3.59
1.1		 62.8%
5.7%		 $19.85
4.3%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 7.1 5.1 5.3 6.2 5.6
VRSN
$241.97
Technology		 28.2
Fwd: 24.6		 3.28 N/A
0.5		 N/A
49.9%		 $10.85
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.7 7.1 5.0 4.9 5.6
FSLR
$267.64
Technology		 20.6
Fwd: 11.9		 0.64 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.5 4.3 4.6 5.6
ROST
$161.08
Consumer Cyclical		 25.6
Fwd: 23.4		 4.35 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.0 5.3 5.1 5.6
HIMS
$41.03
Healthcare		 75.9
Fwd: 55.2		 3.43 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 3.3 5.0 6.4 6.0 5.5
WPM
$99.06
Basic Materials		 57.1
Fwd: 30.8		 1.76 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 5.5 6.2 7.0 0.5 5.5
SAP
$251.96
Technology		 37.7
Fwd: 30.2		 1.34 0.21
1.1		 16.3%
19.5%		 $6.33
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 7.9 7.4 5.2 0.5 5.5
MCD
$299.66
Consumer Cyclical		 25.6
Fwd: 22.6		 3.69 N/A
1.0		 N/A
32.0%		 $10.35
3.5%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.4 5.1 5.5 5.5
CMCSA
$27.35
Communication Services		 4.5
Fwd: 6.5		 2.97 1.02
0.9		 24.7%
18.3%		 $5.76
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.2 6.3 4.8 5.7 5.5
ETN
$373.77
Industrials		 37.4
Fwd: 27.2		 2.94 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 4.4 6.2 5.7 4.3 5.5
ABBV
$219.16
Healthcare		 165.4
Fwd: 15.3		 10.06 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 4.6 6.5 5.8 5.4
COF
$217.82
Financial		 92.4
Fwd: 10.4		 4.22 0.45
2.1		 1.5%
1.7%		 $32.80
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 5.4 5.7 6.0 5.4
WMT
$102.59
Consumer Defensive		 38.7
Fwd: 34.9		 4.10 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.4 5.8 6.8 5.4
ITW
$245.49
Industrials		 23.8
Fwd: 21.9		 33.09 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 6.3 5.7 4.1 5.4
KO
$70.55
Consumer Defensive		 23.4
Fwd: 21.9		 3.74 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 5.7 4.8 6.3 5.4
SHW
$340.16
Basic Materials		 33.2
Fwd: 27.1		 4.27 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.9 6.3 6.5 5.4
ATEN
$17.23
Technology		 25.2
Fwd: 18.1		 3.71 1.11
3.6		 23.9%
17.8%		 $1.00
5.8%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.5 6.9 5.2 3.1 5.3
VMC
$287.30
Basic Materials		 34.1
Fwd: 29.2		 2.39 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 4.4 5.0 5.5 6.9 5.3
TRMB
$78.90
Technology		 53.7
Fwd: 22.9		 4.63 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 5.5 5.5 5.6 5.3
EW
$83.39
Healthcare		 35.5
Fwd: 29.1		 3.61 0.07
4.0		 13.6%
23.5%		 $1.39
1.7%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.3 7.2 4.5 4.3 5.3
SYK
$356.03
Healthcare		 46.8
Fwd: 23.8		 4.20 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 6.0 5.7 3.8 5.3
DAL
$58.88
Industrials		 8.3
Fwd: 8.2		 0.84 1.11
0.4		 28.5%
7.4%		 $4.71
8.0%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.0 4.5 4.5 5.3
HD
$371.11
Consumer Cyclical		 25.2
Fwd: 22.8		 4.86 5.75
1.1		 193.9%
8.9%		 $14.30
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.9 5.8 5.8 5.3
IEX
$167.96
Industrials		 26.6
Fwd: 20.0		 5.47 0.48
2.9		 12.2%
14.0%		 $7.80
4.6%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 6.2 5.0 5.0 5.3
CAT
$563.10
Industrials		 28.9
Fwd: 25.4		 4.52 2.01
1.4		 46.3%
14.3%		 $16.15
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 5.8 6.0 4.1 5.2
MS
$162.36
Financial		 16.7
Fwd: 15.4		 1.26 3.92
1.6		 15.2%
13.8%		 $6.51
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 5.0 5.2 3.9 5.2
HOLX
$74.10
Healthcare		 29.8
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.14
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.2 6.1 5.0 4.6 5.2
LHX
$290.66
Industrials		 31.2
Fwd: 23.4		 11.07 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 4.5 5.6 6.9 5.2
BLK
$1082.20
Financial		 28.1
Fwd: 20.0		 2.32 0.27
4.0		 12.6%
25.9%		 $24.65
2.3%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.8 4.0 6.3 5.2
UNP
$221.48
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 6.2 5.0 2.5 5.2
DHR
$209.94
Healthcare		 43.2
Fwd: 25.0		 5.81 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 5.7 5.0 5.5 5.2
COP
$86.83
Energy		 12.3
Fwd: 13.6		 6.08 0.36
1.3		 15.4%
14.8%		 $5.68
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +8.4% 3.9 5.3 5.2 6.1 5.2
MKC
$65.04
Consumer Defensive		 22.5
Fwd: 20.4		 4.13 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 5.4 4.8 6.5 5.2
PEP
$142.95
Consumer Defensive		 27.2
Fwd: 16.7		 7.79 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 4.0 6.7 6.4 5.2
SLB
$36.66
Energy		 14.2
Fwd: 12.4		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 5.5 5.0 3.8 5.2
RTX
$176.97
Industrials		 36.3
Fwd: 26.0		 3.65 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.1 4.1 5.9 6.3 5.1
TXN
$160.55
Technology		 29.3
Fwd: 26.4		 2.38 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.6 4.4 3.3 5.1
ON
$47.83
Technology		 62.4
Fwd: 16.5		 70.93 0.46
5.2		 3.9%
5.2%		 $3.40
7.1%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 4.8 6.0 4.0 5.1
UPS
$95.95
Industrials		 14.8
Fwd: 13.4		 12.89 1.85
1.3		 33.7%
6.2%		 $5.19
5.4%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.4 5.0 5.8 5.1
KEYS
$180.87
Technology		 57.6
Fwd: 23.3		 4.85 0.49
3.6		 10.0%
10.4%		 $8.23
4.6%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 5.9 4.5 5.8 5.1
HON
$194.07
Industrials		 20.4
Fwd: 19.0		 3.45 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.5 5.2 3.9 5.1
MLM
$610.64
Basic Materials		 32.2
Fwd: 28.2		 2.74 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.1 4.6 5.2 6.8 5.1
ROP
$447.05
Technology		 30.8
Fwd: 20.7		 3.60 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.7 5.9 5.0 3.5 5.0
CHTR
$219.86
Communication Services		 6.1
Fwd: 5.1		 0.52 6.24
0.4		 34.8%
9.3%		 $16.96
7.7%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.7 2.4 5.2 6.0 5.0
EMR
$129.49
Industrials		 32.0
Fwd: 18.3		 3.77 0.65
0.9		 10.9%
12.7%		 $4.74
3.7%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 4.3 5.9 4.7 4.2 5.0
MDT
$92.20
Healthcare		 25.5
Fwd: 15.2		 4.31 0.60
2.0		 9.7%
13.6%		 $4.13
4.5%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.8 4.7 4.4 5.0
XOM
$117.22
Energy		 17.0
Fwd: 15.8		 3.56 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.5 5.2 5.4 3.8 5.0
AMT
$177.95
Real Estate		 28.4
Fwd: 25.6		 1.89 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.7 3.7 6.2 3.6 4.9
NOC
$568.61
Industrials		 20.4
Fwd: 19.7		 3.32 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.7 4.0 5.2 6.0 4.9
UL
$61.47
Consumer Defensive		 25.2
Fwd: 17.0		 3.39 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.5 6.5 5.0 0.5 4.8
QSR
$67.74
Consumer Cyclical		 24.1
Fwd: 16.9		 2.58 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.1 2.7 5.7 6.0 4.8
FIS
$64.78
Technology		 204.0
Fwd: 10.2		 20.99 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 4.6 5.3 3.9 4.8
DLR
$169.89
Real Estate		 43.9
Fwd: 103.1		 4.87 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 4.0 6.4 5.8 4.7
TRI
$137.57
Industrials		 35.4
Fwd: 30.9		 3.51 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 3.7 6.6 5.2 0.5 4.7
SBAC
$197.40
Real Estate		 24.9
Fwd: 22.3		 2.70 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.7 6.4 3.4 4.7
ECL
$256.13
Basic Materials		 36.8
Fwd: 30.2		 2.79 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 3.9 5.3 4.8 3.1 4.6
WM
$201.92
Industrials		 31.8
Fwd: 24.3		 3.40 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.1 3.4 5.5 5.2 4.6
AXON
$602.51
Industrials		 190.7
Fwd: 78.7		 10.91 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.6 7.1 4.6 4.6
ORCL
$239.26
Technology		 55.4
Fwd: 29.9		 2.54 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 5.8 3.2 4.7 5.9 4.5
BRK-B
$499.06
Financial		 16.0
Fwd: 23.0		 16.45 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.1 3.7 6.0 4.5
GATX
$155.08
Industrials		 18.1
Fwd: 15.9		 1.93 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 3.0 4.5 4.5 4.4
KMI
$26.55
Energy		 21.8
Fwd: 19.4		 2.50 1.06
0.6		 8.9%
16.6%		 $1.12
4.2%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.3 4.3 5.0 2.8 4.3
ENB
$47.71
Energy		 23.5
Fwd: 20.8		 3.15 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 4.0 4.0 5.0 2.9 4.2
APD
$259.74
Basic Materials		 N/A
Fwd: 18.6		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -39.5% | Sales: -0.5% 5.2 3.2 4.5 3.2 4.0
ODD
$38.97
Technology		 21.8
Fwd: 17.4		 1.17 0.07
6.3		 30.4%
14.7%		 $2.33
6.0%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.8 9.9 10.0 7.9 9.4
EXEL
$40.81
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 9.0 8.2 9.2
ADBE
$326.95
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.93
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.7 9.0 9.2 9.2
DECK
$81.77
Consumer Cyclical		 12.1
Fwd: 11.9		 1.72 0.14
3.1		 43.3%
19.4%		 $6.72
8.2%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.5 9.1 9.5 9.0
APPF
$251.80
Technology		 45.2
Fwd: 39.5		 1.97 0.08
2.9		 44.7%
22.5%		 $5.89
2.3%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.4 9.7 9.4 9.3 9.0
ASML
$1016.96
Technology		 38.1
Fwd: 33.5		 1.68 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.8 8.4 9.1 8.9
NVDA
$188.15
Technology		 53.5
Fwd: 28.2		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.3 9.6 8.5 8.9 8.8
CPRX
$21.39
Healthcare		 12.5
Fwd: 12.1		 1.18 0.00
6.6		 27.5%
37.6%		 $1.91
8.9%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.5 9.4 9.1 6.8 8.8
PAYC
$162.15
Technology		 20.2
Fwd: 16.1		 1.87 0.05
1.1		 28.6%
22.6%		 $6.78
4.2%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.3 8.0 9.8 8.8
DUOL
$201.21
Technology		 25.6
Fwd: 45.3		 0.60 0.07
2.8		 36.2%
40.0%		 $7.74
3.8%		 60.3% N/A EPS: +318.9% | Sales: +39.9% 8.9 9.2 8.6 7.5 8.7
MEDP
$589.15
Healthcare		 41.2
Fwd: 35.5		 3.03 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 4.3 9.8 10.0 9.3 8.7
PGR
$217.27
Financial		 11.9
Fwd: 13.2		 2.22 0.19
0.7		 34.2%
12.6%		 $29.09
13.4%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.3 9.5 9.4 8.6
QLYS
$149.73
Technology		 29.0
Fwd: 20.3		 3.42 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 4.8 9.9 9.2 7.8 8.5
ANET
$134.65
Technology		 51.2
Fwd: 40.2		 2.44 0.00
3.2		 31.7%
39.7%		 $3.21
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.6 9.7 6.6 8.5
RMD
$251.49
Healthcare		 25.7
Fwd: 20.8		 2.26 0.14
2.9		 25.4%
27.4%		 $12.11
4.8%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.9 8.9 9.1 8.4
FTNT
$81.79
Technology		 33.7
Fwd: 28.1		 3.12 1.35
1.0		 228.0%
28.6%		 $2.65
3.2%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 8.9 9.1 9.4 8.3
HALO
$68.24
Healthcare		 14.3
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.5 7.9 8.8 7.0 8.3
DXCM
$55.00
Healthcare		 30.6
Fwd: 22.1		 1.37 0.94
1.6		 30.6%
16.0%		 $2.72
5.0%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.9 7.5 9.4 8.8 8.3
QFIN
$22.28
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.9 7.4 7.4 8.3
GOOGL
$278.83
Communication Services		 27.5
Fwd: 25.0		 1.65 0.11
1.8		 35.5%
32.2%		 $6.09
2.2%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.2 7.5 8.6 8.2
PINS
$27.09
Communication Services		 9.4
Fwd: 13.5		 0.45 0.04
8.4		 51.5%
49.0%		 $1.66
6.1%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.5 7.3 5.9 8.2
YOU
$36.08
Technology		 18.9
Fwd: 28.1		 N/A 0.77
0.9		 130.9%
21.0%		 $2.21
6.1%		 32.0% N/A EPS: +135.7% | Sales: +17.8% 6.2 9.5 8.8 5.5 8.1
MANH
$177.61
Technology		 50.5
Fwd: 32.7		 5.69 0.15
1.3		 73.6%
20.2%		 $5.53
3.1%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 9.2 6.1 8.1
MPWR
$958.26
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.3 9.1 7.6 7.4 8.1
NSSC
$42.14
Industrials		 34.3
Fwd: 27.5		 2.06 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 5.6 9.2 8.8 7.9 8.1
APP
$619.93
Communication Services		 78.1
Fwd: 42.5		 1.26 2.38
3.2		 230.7%
49.3%		 $9.92
1.6%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 6.9 7.3 10.0 7.6 8.1
PCTY
$141.88
Technology		 35.5
Fwd: 17.4		 3.52 0.12
1.0		 20.4%
13.8%		 $7.33
5.2%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.5 8.4 9.1 9.1 8.0
MSFT
$496.82
Technology		 35.4
Fwd: 26.5		 2.00 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.6 7.3 9.1 8.0
FICO
$1740.00
Technology		 65.5
Fwd: 34.8		 2.63 N/A
0.8		 N/A
32.8%		 $32.07
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.5 8.9 8.2 8.2 8.0
LRN
$72.01
Consumer Defensive		 11.1
Fwd: 9.2		 0.87 0.38
6.8		 23.0%
12.8%		 $8.61
12.0%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 7.8 9.4 4.7 8.0
EXLS
$39.54
Technology		 26.8
Fwd: 18.1		 1.77 0.46
2.9		 26.0%
11.9%		 $1.81
4.6%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.4 8.8 7.9 8.0
PYPL
$66.22
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.6 8.0 8.0 8.0
BKNG
$4940.00
Consumer Cyclical		 32.1
Fwd: 18.6		 1.82 N/A
1.3		 N/A
19.4%		 $257.96
5.2%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 8.9 7.5 6.9 8.0
DT
$47.22
Technology		 28.3
Fwd: 25.7		 1.87 0.03
1.5		 20.6%
27.3%		 $1.58
3.3%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.4 8.3 8.0 7.6 8.0
META
$621.71
Communication Services		 27.5
Fwd: 20.9		 2.28 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.8 7.8 8.4 7.9
KLAC
$1193.37
Technology		 37.5
Fwd: 28.6		 3.39 1.22
2.6		 99.2%
33.8%		 $29.47
2.5%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.0 8.7 7.1 7.9
ABNB
$120.88
Consumer Cyclical		 29.2
Fwd: 25.1		 2.60 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 5.7 9.8 8.8 5.1 7.9
LRCX
$159.35
Technology		 35.1
Fwd: 28.6		 2.41 0.44
2.2		 62.3%
29.7%		 $4.42
2.8%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.4 8.3 4.9 7.9
DOCS
$54.29
Healthcare		 46.6
Fwd: 31.6		 4.29 0.01
6.4		 24.2%
39.9%		 $1.53
2.8%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 9.3 9.7 7.2 7.9
LULU
$166.13
Consumer Cyclical		 11.4
Fwd: 13.1		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.7%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 8.6 7.9 7.7 7.8
NFLX
$1103.66
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.3 7.6 8.0 7.8
ADSK
$297.18
Technology		 61.6
Fwd: 26.3		 3.89 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.0 8.8 8.9 7.8
ACAD
$22.57
Healthcare		 14.5
Fwd: 30.7		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
5.2%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.4 8.0 5.7 7.8
ADP
$254.16
Technology		 25.1
Fwd: 21.2		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 9.0 7.6 7.3 7.8
CARG
$33.34
Consumer Cyclical		 26.9
Fwd: 13.4		 1.36 0.45
3.0		 29.2%
14.1%		 $2.31
6.9%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 8.3 8.8 7.2 5.2 7.7
V
$336.02
Financial		 33.2
Fwd: 23.2		 2.68 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 4.2 9.7 8.9 6.1 7.7
IDXX
$708.45
Healthcare		 56.2
Fwd: 49.3		 3.65 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.3 8.3 7.7 7.7
CHKP
$200.29
Technology		 21.9
Fwd: 19.0		 2.65 0.00
1.2		 34.2%
37.6%		 $10.93
5.5%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.6 9.9 6.8 5.2 7.5
AMAT
$230.07
Technology		 27.4
Fwd: 24.1		 3.48 0.35
2.5		 35.6%
23.9%		 $7.31
3.2%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.9 8.8 7.7 6.9 7.5
DPZ
$410.18
Consumer Cyclical		 24.0
Fwd: 21.0		 2.81 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.7 7.7 6.9 7.5
GILD
$118.84
Healthcare		 18.4
Fwd: 13.7		 0.70 1.16
1.5		 40.6%
27.9%		 $7.55
6.4%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 9.5 8.1 6.7 4.5 7.4
MA
$551.97
Financial		 35.3
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 9.0 8.1 6.7 7.4
ZM
$81.69
Technology		 21.5
Fwd: 13.8		 5.16 0.01
4.4		 13.6%
25.0%		 $6.17
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 8.0 8.9 6.7 7.4
MLI
$107.09
Industrials		 16.0
Fwd: 13.9		 N/A 0.01
4.8		 26.1%
18.1%		 $6.10
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.4 8.2 4.5 7.4
SCHW
$95.24
Financial		 22.3
Fwd: 17.1		 0.85 0.56
1.2		 17.0%
28.6%		 $21.69
22.8%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 7.0 7.2 6.5 7.4
INTU
$648.85
Technology		 47.3
Fwd: 24.7		 3.37 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.5 7.5 8.0 8.9 7.3
MELI
$2108.60
Consumer Cyclical		 51.5
Fwd: 34.3		 1.64 2.08
1.2		 40.6%
7.9%		 $130.48
6.2%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 6.8 6.1 8.8 8.2 7.3
USLM
$115.70
Basic Materials		 25.4
Fwd: 23.9		 2.23 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.5 8.3 7.9 7.0 7.3
ABT
$126.36
Healthcare		 15.8
Fwd: 22.3		 1.53 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 8.3 6.4 6.0 7.3
AZO
$3718.26
Consumer Cyclical		 25.7
Fwd: 20.4		 2.12 N/A
0.9		 N/A
13.2%		 $107.62
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 7.4 7.5 7.3 7.3
TSM
$286.50
Technology		 29.4
Fwd: 23.0		 0.97 0.19
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 8.9 7.6 0.5 7.3
APH
$139.09
Technology		 46.4
Fwd: 35.6		 1.39 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.1 7.5 7.2 7.2 7.3
GWW
$955.04
Industrials		 26.7
Fwd: 21.9		 3.67 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 8.0 7.9 7.9 7.3
PTC
$176.11
Technology		 28.7
Fwd: 20.5		 3.79 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.6 7.9 7.8 7.3
CTAS
$185.07
Industrials		 41.1
Fwd: 34.5		 3.92 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.5 8.1 7.6 7.2
JKHY
$160.80
Technology		 24.4
Fwd: 23.1		 3.75 0.01
1.1		 23.4%
19.9%		 $8.20
5.1%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 4.4 8.6 7.3 7.0 7.2
MNST
$69.73
Consumer Defensive		 43.5
Fwd: 31.8		 3.05 0.00
3.5		 24.1%
20.5%		 $1.90
2.7%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 3.3 8.7 8.5 7.5 7.2
REGN
$657.53
Healthcare		 15.7
Fwd: 15.4		 4.51 0.09
4.1		 15.2%
32.1%		 $40.17
6.1%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 8.0 7.9 8.4 7.2
ZTS
$120.24
Healthcare		 20.3
Fwd: 17.6		 2.51 1.35
3.6		 49.9%
28.2%		 $5.08
4.2%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 7.9 7.0 7.7 7.2
CPRT
$40.51
Industrials		 25.5
Fwd: 21.4		 2.41 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.1 7.3 7.7 7.7 7.2
BMI
$187.87
Technology		 40.0
Fwd: 34.5		 3.62 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.5 8.2 8.7 4.7 7.2
AAPL
$268.47
Technology		 36.0
Fwd: 29.8		 3.59 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.8 7.2 5.3 7.2
CB
$287.55
Financial		 12.0
Fwd: 10.9		 1.44 0.31
0.4		 14.1%
16.5%		 $37.34
13.0%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 6.6 7.8 6.2 7.1
VEEV
$294.86
Healthcare		 60.5
Fwd: 34.9		 4.28 0.01
5.6		 13.7%
27.3%		 $8.10
2.7%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 7.9 8.7 7.7 7.1
ULTA
$517.79
Consumer Cyclical		 19.9
Fwd: 19.1		 3.42 0.88
1.4		 48.5%
10.3%		 $21.23
4.1%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.2 7.7 6.9 7.1
NOW
$861.87
Technology		 104.2
Fwd: 42.2		 5.04 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.5 8.6 7.5 7.1
ROL
$58.61
Consumer Cyclical		 55.0
Fwd: 46.7		 4.49 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.5 8.9 7.4 7.1
TT
$434.50
Industrials		 33.4
Fwd: 29.4		 2.34 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 8.1 7.1 7.0 7.1
NVMI
$307.59
Technology		 40.4
Fwd: 32.0		 2.38 0.75
4.6		 23.6%
28.7%		 $7.81
2.5%		 24.5% 35.3% EPS: +51.2% | Sales: +39.4% 6.4 6.9 8.2 6.2 7.1
LOW
$233.16
Consumer Cyclical		 19.2
Fwd: 17.6		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.1 7.8 5.4 7.1
CMG
$30.59
Consumer Cyclical		 27.0
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 6.9 8.8 7.7 7.0
WRB
$74.97
Financial		 15.8
Fwd: 16.1		 2.46 0.32
0.4		 20.9%
13.0%		 $8.64
11.5%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.4 7.2 8.5 7.0 7.0
AWI
$188.71
Industrials		 27.0
Fwd: 22.4		 1.85 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 8.1 5.8 6.0 7.0
FAST
$40.85
Industrials		 38.3
Fwd: 33.6		 3.83 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.5 6.5 8.5 7.0
HOOD
$130.36
Financial		 54.1
Fwd: 53.6		 2.47 2.27
1.2		 27.8%
51.9%		 N/A
N/A		 60.7% N/A EPS: +315.2% | Sales: +73.5% 4.1 9.1 8.0 4.2 7.0
MCO
$487.98
Financial		 39.2
Fwd: 30.0		 2.93 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.6 7.0 6.8 7.0
PAYX
$111.96
Technology		 25.1
Fwd: 19.0		 3.25 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.8 6.3 8.1 7.0
COST
$922.74
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.6 8.8 8.9 6.9
BMRN
$51.46
Healthcare		 19.3
Fwd: 11.4		 0.58 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 6.3 7.0 4.9 6.9
JNJ
$186.57
Healthcare		 18.0
Fwd: 16.2		 2.44 0.58
1.1		 33.6%
27.3%		 $8.13
4.4%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 6.2 8.4 5.8 5.7 6.9
PANW
$212.29
Technology		 132.7
Fwd: 49.2		 9.83 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 7.8 7.4 8.2 6.9
DOCU
$69.70
Technology		 52.6
Fwd: 17.2		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 7.8 7.7 6.5 6.9
CDNS
$325.05
Technology		 83.9
Fwd: 40.3		 5.22 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.4 7.2 8.8 6.8
AVGO
$349.43
Technology		 89.3
Fwd: 37.5		 2.52 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 4.7 7.0 7.7 7.2 6.8
CRM
$239.88
Technology		 34.8
Fwd: 18.9		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.1 6.3 7.5 8.7 6.8
ORLY
$97.09
Consumer Cyclical		 33.6
Fwd: 29.3		 3.21 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 7.9 6.8 8.2 6.8
BR
$221.72
Technology		 28.4
Fwd: 21.7		 2.95 1.32
0.9		 38.2%
13.1%		 $11.04
5.0%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 6.8 7.0 7.1 6.8
GGG
$81.65
Industrials		 27.9
Fwd: 25.7		 3.66 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.0 8.6 6.7 6.3 6.7
CINF
$164.64
Financial		 12.2
Fwd: 19.4		 1.95 0.06
0.6		 14.5%
17.6%		 $17.90
10.9%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.3 6.0 7.1 6.7
ILMN
$121.90
Healthcare		 27.3
Fwd: 24.4		 2.52 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 5.7 7.7 7.0 4.8 6.7
MKTX
$167.27
Financial		 28.1
Fwd: 20.7		 3.48 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.9 8.4 6.7 6.6 6.7
ONTO
$139.09
Technology		 34.4
Fwd: 24.4		 4.07 0.01
9.6		 10.5%
19.3%		 $4.87
3.5%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 6.7 8.6 6.3 6.7
PODD
$319.82
Healthcare		 92.8
Fwd: 52.0		 2.75 0.73
2.9		 19.7%
9.8%		 $5.62
1.8%		 22.9% 98.8% EPS: -40.5% | Sales: +27.1% 3.6 6.4 8.7 8.0 6.7
CTSH
$73.20
Technology		 17.0
Fwd: 13.1		 1.95 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.3 5.7 5.8 6.7
HLT
$273.32
Consumer Cyclical		 39.6
Fwd: 30.1		 2.91 N/A
0.7		 N/A
14.2%		 $10.28
3.8%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 4.4 7.7 7.2 6.5 6.6
DASH
$204.31
Consumer Cyclical		 103.8
Fwd: 57.9		 0.64 0.34
2.0		 10.1%
6.8%		 $4.87
2.4%		 64.7% N/A EPS: +570.4% | Sales: +24.5% 7.8 5.3 7.5 6.0 6.6
AMZN
$244.41
Consumer Cyclical		 34.5
Fwd: 31.2		 1.72 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 6.7 5.6 7.3 7.1 6.5
MTB
$185.86
Financial		 11.4
Fwd: 9.9		 0.90 0.52
0.4		 9.6%
19.8%		 $23.77
12.8%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 5.1 6.3 6.1 6.5
AXP
$368.54
Financial		 24.8
Fwd: 21.1		 1.98 1.83
7.2		 33.7%
13.2%		 $27.48
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 5.9 6.6 7.0 6.2 6.5
GDDY
$132.03
Technology		 22.8
Fwd: 18.4		 2.10 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.1 4.8 7.9 7.3 6.5
PH
$844.01
Industrials		 30.1
Fwd: 25.9		 3.50 0.75
1.1		 27.3%
18.2%		 $26.75
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: +0.2% 4.0 7.1 7.6 6.5 6.4
ISRG
$560.00
Healthcare		 74.1
Fwd: 57.8		 4.95 0.00
4.7		 16.9%
28.6%		 $6.41
1.1%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.2 6.9 6.0 6.4
GD
$346.34
Industrials		 22.4
Fwd: 20.2		 1.99 0.40
1.4		 17.8%
8.2%		 $17.82
5.1%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 6.6 5.8 5.8 6.4
QCOM
$170.89
Technology		 34.9
Fwd: 13.5		 17.13 0.74
2.8		 23.3%
12.5%		 $11.97
7.0%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.3 7.0 5.7 6.4
FSLR
$267.64
Technology		 20.6
Fwd: 11.9		 0.64 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.8 4.7 4.6 6.4
SQ
$65.45
Technology		 14.0
Fwd: 19.0		 1.53 0.28
2.0		 14.3%
12.4%		 $1.74
2.7%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 8.1 5.7 6.2 N/A 6.4
AMD
$233.54
Technology		 115.4
Fwd: 36.6		 2.74 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 4.4 5.5 7.8 8.1 6.4
SHOP
$152.41
Technology		 111.6
Fwd: 83.2		 5.20 0.09
3.9		 15.7%
16.6%		 $1.46
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.2 7.9 5.9 6.3
WST
$271.04
Healthcare		 40.1
Fwd: 34.8		 4.28 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.1 6.7 7.0 6.3
SPGI
$496.42
Financial		 36.1
Fwd: 25.1		 2.99 0.36
1.0		 12.6%
28.1%		 $18.03
3.6%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.2 6.2 6.8 8.3 6.2
MAR
$291.16
Consumer Cyclical		 30.8
Fwd: 25.8		 2.91 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.2 6.6 6.8 5.5 6.2
BRO
$78.54
Financial		 23.6
Fwd: 16.7		 2.24 0.65
1.2		 10.5%
18.0%		 $3.81
4.8%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.3 5.3 7.2 8.3 6.2
ENPH
$30.22
Technology		 20.9
Fwd: 14.4		 11.81 1.24
2.0		 20.3%
12.9%		 $1.66
5.5%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.5 6.6 6.7 6.1
GS
$786.34
Financial		 16.0
Fwd: 14.2		 1.05 5.24
1.3		 13.6%
12.5%		 $190.86
24.3%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 5.2 7.3 3.8 6.1
SBUX
$85.57
Consumer Cyclical		 52.5
Fwd: 28.2		 2.77 N/A
0.7		 N/A
5.0%		 $2.15
2.5%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.7 5.7 7.2 7.3 6.1
ETSY
$59.09
Consumer Cyclical		 41.3
Fwd: 23.3		 5.12 N/A
3.2		 N/A
6.4%		 $6.44
10.9%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.0 5.2 7.8 8.4 6.1
POOL
$252.01
Industrials		 23.0
Fwd: 21.7		 4.82 1.01
2.6		 29.2%
7.8%		 $10.59
4.2%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.3 7.4 6.4 6.1
LMAT
$86.82
Healthcare		 42.2
Fwd: 34.2		 3.27 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.8 6.2 6.9 7.3 6.1
EPAM
$175.30
Technology		 26.8
Fwd: 14.0		 3.09 0.04
3.0		 10.2%
7.0%		 $7.36
4.2%		 15.6% 11.6% EPS: -0.3% | Sales: +14.3% 4.7 5.7 6.1 8.2 6.0
SAP
$251.96
Technology		 37.7
Fwd: 30.2		 1.34 0.21
1.1		 16.3%
19.5%		 $6.33
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 7.9 7.4 5.8 0.5 6.0
CMI
$473.34
Industrials		 24.6
Fwd: 18.7		 2.16 0.63
1.8		 23.8%
7.9%		 $16.53
3.5%		 7.7% 14.4% EPS: +53.4% | Sales: -1.8% 6.7 5.8 5.9 5.5 6.0
TJX
$144.61
Consumer Cyclical		 33.0
Fwd: 28.5		 3.48 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.4 6.1 4.9 6.0
CHD
$86.86
Consumer Defensive		 27.4
Fwd: 23.2		 5.36 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.3 6.5 7.2 6.0
DAL
$58.88
Industrials		 8.3
Fwd: 8.2		 0.84 1.11
0.4		 28.5%
7.4%		 $4.71
8.0%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.2 4.8 4.5 5.9
NKE
$61.09
Consumer Cyclical		 31.3
Fwd: 24.5		 2.63 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.5 6.1 5.8 6.5 5.9
TYL
$463.43
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 6.2 6.3 7.5 5.9
AME
$196.29
Industrials		 31.0
Fwd: 24.6		 3.93 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.1 7.0 6.5 4.9 5.9
FITB
$42.87
Financial		 12.8
Fwd: 12.0		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 5.1 5.5 3.8 5.9
VICI
$30.34
Real Estate		 11.5
Fwd: 10.7		 2.57 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 5.5 6.5 7.1 5.9
SE
$149.94
Consumer Cyclical		 76.1
Fwd: 30.4		 1.55 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 6.8 5.0 6.0 5.9 5.8
ROST
$161.08
Consumer Cyclical		 25.6
Fwd: 23.4		 4.35 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.2 6.1 5.1 5.8
VRSN
$241.97
Technology		 28.2
Fwd: 24.6		 3.28 N/A
0.5		 N/A
49.9%		 $10.85
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.7 7.1 5.2 4.9 5.8
ICE
$149.00
Financial		 27.1
Fwd: 19.9		 2.40 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 5.4 6.3 6.9 5.8
BABA
$166.34
Consumer Cyclical		 19.4
Fwd: 17.4		 2.20 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 5.6 5.4 5.5 7.7 5.8
OKTA
$85.21
Technology		 100.5
Fwd: 23.6		 7.97 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 5.1 7.5 6.3 5.8
CPNG
$28.88
Consumer Cyclical		 136.7
Fwd: 55.0		 1.07 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 3.6 7.0 5.7 5.8
DIS
$110.74
Communication Services		 17.4
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 8.5 5.0 5.2 5.2 5.8
TDY
$513.17
Technology		 29.7
Fwd: 21.7		 3.33 0.24
1.8		 8.1%
13.6%		 $22.11
4.3%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.5 5.7 5.8 7.0 5.7
LMT
$458.35
Industrials		 25.6
Fwd: 15.6		 2.15 3.59
1.1		 62.8%
5.7%		 $19.85
4.3%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 7.1 4.5 6.0 6.2 5.7
MCD
$299.66
Consumer Cyclical		 25.6
Fwd: 22.6		 3.69 N/A
1.0		 N/A
32.0%		 $10.35
3.5%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.5 5.8 5.5 5.7
EA
$200.60
Communication Services		 58.6
Fwd: 21.6		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 6.9 5.8 5.0 5.7
WDAY
$225.17
Technology		 104.1
Fwd: 21.3		 4.87 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 5.0 6.3 8.4 5.7
PSA
$278.05
Real Estate		 28.9
Fwd: 26.7		 23.30 1.08
1.7		 20.0%
35.4%		 $16.69
6.0%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 5.9 7.6 6.8 5.7
EW
$83.39
Healthcare		 35.5
Fwd: 29.1		 3.61 0.07
4.0		 13.6%
23.5%		 $1.39
1.7%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.3 7.3 4.8 4.3 5.7
CME
$276.50
Financial		 26.8
Fwd: 23.9		 4.20 0.13
1.0		 13.3%
58.1%		 $11.33
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.1 6.3 5.9 5.6
LIN
$420.51
Basic Materials		 28.2
Fwd: 23.5		 3.49 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.1 6.2 6.6 5.5 5.6
ROK
$373.49
Industrials		 48.8
Fwd: 27.9		 3.83 0.97
2.4		 24.2%
10.4%		 $12.08
3.2%		 5.7% -2.6% EPS: -3.3% | Sales: +1.0% 3.8 6.6 6.3 4.7 5.6
ELF
$73.74
Consumer Defensive		 52.3
Fwd: 21.1		 5.91 0.80
2.7		 8.8%
5.9%		 $2.50
3.4%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 4.7 7.8 8.2 5.6
NDAQ
$87.24
Financial		 31.1
Fwd: 23.1		 2.18 0.80
1.0		 14.1%
19.9%		 $3.67
4.2%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 5.4 5.6 6.0 5.4 5.6
PWR
$445.01
Industrials		 66.0
Fwd: 35.8		 3.90 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.6 4.7 7.5 7.7 5.6
SNPS
$393.43
Technology		 30.8
Fwd: 28.0		 3.29 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.9 5.2 9.2 5.6
TXN
$160.55
Technology		 29.3
Fwd: 26.4		 2.38 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.7 5.0 3.3 5.6
JPM
$314.21
Financial		 15.6
Fwd: 14.8		 1.95 3.06
1.1		 16.4%
20.4%		 $16.86
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.6 4.8 6.0 5.4 5.6
SOFI
$28.21
Financial		 51.0
Fwd: 46.7		 1.78 0.32
4.9		 8.6%
14.4%		 $1.30
4.6%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 5.5 4.8 7.5 5.1 5.6
ETN
$373.77
Industrials		 37.4
Fwd: 27.2		 2.94 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 4.4 6.2 6.2 4.3 5.5
BSX
$100.02
Healthcare		 53.5
Fwd: 28.8		 3.31 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.3 5.7 5.8 6.1 5.5
CMCSA
$27.35
Communication Services		 4.5
Fwd: 6.5		 2.97 1.02
0.9		 24.7%
18.3%		 $5.76
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.2 5.7 5.3 5.7 5.5
VRSK
$214.66
Industrials		 32.8
Fwd: 28.0		 3.71 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.1 7.7 5.0 5.5
SMCI
$39.76
Technology		 31.8
Fwd: 13.0		 1.64 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.2 3.8 5.7 6.2 5.5
MSI
$390.75
Technology		 31.4
Fwd: 24.0		 3.74 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.3 7.0 6.3 5.5
KO
$70.55
Consumer Defensive		 23.4
Fwd: 21.9		 3.74 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 5.7 5.0 6.3 5.5
WPM
$99.06
Basic Materials		 57.1
Fwd: 30.8		 1.76 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 5.5 6.4 7.0 0.5 5.4
TMO
$572.41
Healthcare		 33.1
Fwd: 23.3		 4.44 0.70
1.5		 13.1%
15.0%		 $16.27
2.8%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 5.1 6.1 6.9 5.4
ITW
$245.49
Industrials		 23.8
Fwd: 21.9		 33.09 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 6.0 6.7 4.1 5.4
RSG
$205.59
Industrials		 30.6
Fwd: 28.1		 3.93 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.0 5.2 6.5 6.3 5.4
BLK
$1082.20
Financial		 28.1
Fwd: 20.0		 2.32 0.27
4.0		 12.6%
25.9%		 $24.65
2.3%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.7 4.0 6.3 5.4
UNP
$221.48
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 5.9 5.5 2.5 5.4
IR
$77.50
Industrials		 57.5
Fwd: 21.7		 9.66 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 4.2 7.7 7.0 5.3
TDG
$1284.76
Industrials		 42.6
Fwd: 31.9		 3.83 N/A
3.1		 N/A
20.4%		 $33.83
2.6%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.8 5.2 6.5 6.3 5.3
XYL
$151.31
Industrials		 38.9
Fwd: 27.3		 2.98 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 4.4 5.2 5.8 6.3 5.3
HEI
$323.02
Industrials		 70.8
Fwd: 60.7		 4.06 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 5.9 6.4 7.2 5.3
EXR
$133.18
Real Estate		 29.8
Fwd: 27.3		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
5.9%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 4.4 6.5 8.3 5.3
ATEN
$17.23
Technology		 25.2
Fwd: 18.1		 3.71 1.11
3.6		 23.9%
17.8%		 $1.00
5.8%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.5 6.1 5.7 3.1 5.2
O
$56.87
Real Estate		 53.2
Fwd: 36.9		 2.97 0.74
2.2		 2.5%
17.1%		 $3.99
7.0%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 3.9 4.4 6.8 7.9 5.2
SLB
$36.66
Energy		 14.2
Fwd: 12.4		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 5.2 5.2 3.8 5.2
WMT
$102.59
Consumer Defensive		 38.7
Fwd: 34.9		 4.10 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.7 5.4 6.8 5.2
VMC
$287.30
Basic Materials		 34.1
Fwd: 29.2		 2.39 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 4.4 5.0 5.2 6.9 5.2
MS
$162.36
Financial		 16.7
Fwd: 15.4		 1.26 3.92
1.6		 15.2%
13.8%		 $6.51
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.6 4.3 3.9 5.1
TRMB
$78.90
Technology		 53.7
Fwd: 22.9		 4.63 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 5.1 5.7 5.6 5.1
IEX
$167.96
Industrials		 26.6
Fwd: 20.0		 5.47 0.48
2.9		 12.2%
14.0%		 $7.80
4.6%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 5.8 5.2 5.0 5.1
HD
$371.11
Consumer Cyclical		 25.2
Fwd: 22.8		 4.86 5.75
1.1		 193.9%
8.9%		 $14.30
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.4 6.7 5.8 5.1
UPS
$95.95
Industrials		 14.8
Fwd: 13.4		 12.89 1.85
1.3		 33.7%
6.2%		 $5.19
5.4%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.2 5.5 5.8 5.1
CAT
$563.10
Industrials		 28.9
Fwd: 25.4		 4.52 2.01
1.4		 46.3%
14.3%		 $16.15
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 5.7 6.6 4.1 5.1
COP
$86.83
Energy		 12.3
Fwd: 13.6		 6.08 0.36
1.3		 15.4%
14.8%		 $5.68
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +8.4% 3.9 5.4 5.2 6.1 5.1
XOM
$117.22
Energy		 17.0
Fwd: 15.8		 3.56 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.5 5.5 5.8 3.8 5.1
DDOG
$191.24
Technology		 647.8
Fwd: 83.1		 41.08 0.37
3.6		 3.5%
3.3%		 $2.70
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.6% 2.0 4.6 6.8 6.5 5.0
HON
$194.07
Industrials		 20.4
Fwd: 19.0		 3.45 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.0 5.8 3.9 5.0
CSGP
$67.52
Real Estate		 1313.6
Fwd: 47.4		 37.45 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 4.8 6.8 8.4 5.0
HOLX
$74.10
Healthcare		 29.8
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.14
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.2 5.5 5.2 4.6 5.0
NOC
$568.61
Industrials		 20.4
Fwd: 19.7		 3.32 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.7 4.4 5.6 6.0 5.0
TSLA
$429.52
Consumer Cyclical		 287.0
Fwd: 194.3		 32.39 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 4.4 7.0 7.5 5.0
COF
$217.82
Financial		 92.4
Fwd: 10.4		 4.22 0.45
2.1		 1.5%
1.7%		 $32.80
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 4.9 5.5 6.0 5.0
SHW
$340.16
Basic Materials		 33.2
Fwd: 27.1		 4.27 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.5 7.1 6.5 5.0
MKC
$65.04
Consumer Defensive		 22.5
Fwd: 20.4		 4.13 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 5.2 4.5 6.5 5.0
KEYS
$180.87
Technology		 57.6
Fwd: 23.3		 4.85 0.49
3.6		 10.0%
10.4%		 $8.23
4.6%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 5.3 4.7 5.8 5.0
TRI
$137.57
Industrials		 35.4
Fwd: 30.9		 3.51 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 3.7 6.8 5.8 0.5 4.9
EMR
$129.49
Industrials		 32.0
Fwd: 18.3		 3.77 0.65
0.9		 10.9%
12.7%		 $4.74
3.7%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 4.3 5.5 4.8 4.2 4.9
MLM
$610.64
Basic Materials		 32.2
Fwd: 28.2		 2.74 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.1 4.4 5.2 6.8 4.9
DHR
$209.94
Healthcare		 43.2
Fwd: 25.0		 5.81 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 4.9 5.2 5.5 4.8
ROP
$447.05
Technology		 30.8
Fwd: 20.7		 3.60 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.7 5.1 5.2 3.5 4.8
SYK
$356.03
Healthcare		 46.8
Fwd: 23.8		 4.20 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 5.3 5.5 3.8 4.8
LHX
$290.66
Industrials		 31.2
Fwd: 23.4		 11.07 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 3.9 5.8 6.9 4.8
HIMS
$41.03
Healthcare		 75.9
Fwd: 55.2		 3.43 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 3.3 4.1 6.3 6.0 4.8
MDT
$92.20
Healthcare		 25.5
Fwd: 15.2		 4.31 0.60
2.0		 9.7%
13.6%		 $4.13
4.5%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.3 4.8 4.4 4.8
CHTR
$219.86
Communication Services		 6.1
Fwd: 5.1		 0.52 6.24
0.4		 34.8%
9.3%		 $16.96
7.7%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.7 1.4 5.2 6.0 4.8
UL
$61.47
Consumer Defensive		 25.2
Fwd: 17.0		 3.39 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.5 6.0 5.5 0.5 4.7
RTX
$176.97
Industrials		 36.3
Fwd: 26.0		 3.65 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.1 4.1 5.2 6.3 4.7
CELH
$41.52
Consumer Defensive		 437.1
Fwd: 27.8		 7.37 0.29
1.8		 3.1%
1.1%		 $0.82
2.0%		 78.3% 54.3% EPS: -64.7% | Sales: +55.1% 3.2 3.6 7.7 6.4 4.7
ON
$47.83
Technology		 62.4
Fwd: 16.5		 70.93 0.46
5.2		 3.9%
5.2%		 $3.40
7.1%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 4.1 6.2 4.0 4.7
ABBV
$219.16
Healthcare		 165.4
Fwd: 15.3		 10.06 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 3.4 6.3 5.8 4.6
ECL
$256.13
Basic Materials		 36.8
Fwd: 30.2		 2.79 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 3.9 5.2 5.2 3.1 4.6
BRK-B
$499.06
Financial		 16.0
Fwd: 23.0		 16.45 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.3 3.6 6.0 4.5
PEP
$142.95
Consumer Defensive		 27.2
Fwd: 16.7		 7.79 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.3 6.3 6.4 4.5
GATX
$155.08
Industrials		 18.1
Fwd: 15.9		 1.93 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.4 4.5 4.5 4.4
SBAC
$197.40
Real Estate		 24.9
Fwd: 22.3		 2.70 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.7 5.5 3.4 4.4
FIS
$64.78
Technology		 204.0
Fwd: 10.2		 20.99 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 3.8 5.5 3.9 4.3
ORCL
$239.26
Technology		 55.4
Fwd: 29.9		 2.54 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 5.8 2.4 5.0 5.9 4.3
AMT
$177.95
Real Estate		 28.4
Fwd: 25.6		 1.89 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.7 2.3 5.5 3.6 4.2
WM
$201.92
Industrials		 31.8
Fwd: 24.3		 3.40 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.1 2.7 5.7 5.2 4.2
QSR
$67.74
Consumer Cyclical		 24.1
Fwd: 16.9		 2.58 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.1 1.6 5.5 6.0 4.1
KMI
$26.55
Energy		 21.8
Fwd: 19.4		 2.50 1.06
0.6		 8.9%
16.6%		 $1.12
4.2%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.3 3.8 5.2 2.8 4.1
DLR
$169.89
Real Estate		 43.9
Fwd: 103.1		 4.87 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 3.6 5.2 5.8 3.9
ENB
$47.71
Energy		 23.5
Fwd: 20.8		 3.15 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 4.0 3.5 5.2 2.9 3.9
APD
$259.74
Basic Materials		 N/A
Fwd: 18.6		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -39.5% | Sales: -0.5% 5.2 2.9 4.5 3.2 3.9
AXON
$602.51
Industrials		 190.7
Fwd: 78.7		 10.91 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.5 5.8 4.6 3.5
ODD
$38.97
Technology		 21.8
Fwd: 17.4		 1.17 0.07
6.3		 30.4%
14.7%		 $2.33
6.0%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.8 9.9 10.0 7.9 9.4
ADBE
$326.95
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.93
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.7 9.2 9.2 9.3
EXEL
$40.81
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 8.9 8.2 9.3
ASML
$1016.96
Technology		 38.1
Fwd: 33.5		 1.68 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.6 8.6 9.1 9.1
APPF
$251.80
Technology		 45.2
Fwd: 39.5		 1.97 0.08
2.9		 44.7%
22.5%		 $5.89
2.3%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.4 9.6 9.4 9.3 9.0
DECK
$81.77
Consumer Cyclical		 12.1
Fwd: 11.9		 1.72 0.14
3.1		 43.3%
19.4%		 $6.72
8.2%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.3 9.1 9.5 9.0
PAYC
$162.15
Technology		 20.2
Fwd: 16.1		 1.87 0.05
1.1		 28.6%
22.6%		 $6.78
4.2%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.1 8.1 9.8 8.9
NVDA
$188.15
Technology		 53.5
Fwd: 28.2		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.3 9.3 8.5 8.9 8.8
CPRX
$21.39
Healthcare		 12.5
Fwd: 12.1		 1.18 0.00
6.6		 27.5%
37.6%		 $1.91
8.9%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.5 9.4 9.1 6.8 8.8
DUOL
$201.21
Technology		 25.6
Fwd: 45.3		 0.60 0.07
2.8		 36.2%
40.0%		 $7.74
3.8%		 60.3% N/A EPS: +318.9% | Sales: +39.9% 8.9 9.1 8.4 7.5 8.7
MEDP
$589.15
Healthcare		 41.2
Fwd: 35.5		 3.03 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 4.3 9.8 10.0 9.3 8.7
PGR
$217.27
Financial		 11.9
Fwd: 13.2		 2.22 0.19
0.7		 34.2%
12.6%		 $29.09
13.4%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.4 9.6 9.4 8.7
QLYS
$149.73
Technology		 29.0
Fwd: 20.3		 3.42 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 4.8 9.9 9.4 7.8 8.7
RMD
$251.49
Healthcare		 25.7
Fwd: 20.8		 2.26 0.14
2.9		 25.4%
27.4%		 $12.11
4.8%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.9 9.1 9.1 8.5
ANET
$134.65
Technology		 51.2
Fwd: 40.2		 2.44 0.00
3.2		 31.7%
39.7%		 $3.21
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.5 9.8 6.6 8.4
GOOGL
$278.83
Communication Services		 27.5
Fwd: 25.0		 1.65 0.11
1.8		 35.5%
32.2%		 $6.09
2.2%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 8.9 7.6 8.6 8.4
PINS
$27.09
Communication Services		 9.4
Fwd: 13.5		 0.45 0.04
8.4		 51.5%
49.0%		 $1.66
6.1%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.2 7.2 5.9 8.3
MANH
$177.61
Technology		 50.5
Fwd: 32.7		 5.69 0.15
1.3		 73.6%
20.2%		 $5.53
3.1%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 9.4 6.1 8.3
QFIN
$22.28
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.4 7.5 7.4 8.3
FTNT
$81.79
Technology		 33.7
Fwd: 28.1		 3.12 1.35
1.0		 228.0%
28.6%		 $2.65
3.2%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 8.7 9.2 9.4 8.2
YOU
$36.08
Technology		 18.9
Fwd: 28.1		 N/A 0.77
0.9		 130.9%
21.0%		 $2.21
6.1%		 32.0% N/A EPS: +135.7% | Sales: +17.8% 6.2 9.4 8.7 5.5 8.2
BKNG
$4940.00
Consumer Cyclical		 32.1
Fwd: 18.6		 1.82 N/A
1.3		 N/A
19.4%		 $257.96
5.2%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 8.9 7.5 6.9 8.2
NSSC
$42.14
Industrials		 34.3
Fwd: 27.5		 2.06 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 5.6 9.2 8.9 7.9 8.2
MSFT
$496.82
Technology		 35.4
Fwd: 26.5		 2.00 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.4 7.5 9.1 8.2
FICO
$1740.00
Technology		 65.5
Fwd: 34.8		 2.63 N/A
0.8		 N/A
32.8%		 $32.07
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.5 8.9 8.3 8.2 8.1
DXCM
$55.00
Healthcare		 30.6
Fwd: 22.1		 1.37 0.94
1.6		 30.6%
16.0%		 $2.72
5.0%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.9 7.8 9.4 8.8 8.1
CHKP
$200.29
Technology		 21.9
Fwd: 19.0		 2.65 0.00
1.2		 34.2%
37.6%		 $10.93
5.5%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.6 9.8 6.9 5.2 8.1
PCTY
$141.88
Technology		 35.5
Fwd: 17.4		 3.52 0.12
1.0		 20.4%
13.8%		 $7.33
5.2%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.5 8.7 9.2 9.1 8.1
HALO
$68.24
Healthcare		 14.3
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.5 7.8 8.7 7.0 8.1
MPWR
$958.26
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.3 8.6 7.6 7.4 8.1
ABNB
$120.88
Consumer Cyclical		 29.2
Fwd: 25.1		 2.60 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 5.7 9.8 8.7 5.1 8.1
CARG
$33.34
Consumer Cyclical		 26.9
Fwd: 13.4		 1.36 0.45
3.0		 29.2%
14.1%		 $2.31
6.9%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 8.3 8.9 7.2 5.2 8.0
PYPL
$66.22
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.8 8.0 8.0 8.0
ADP
$254.16
Technology		 25.1
Fwd: 21.2		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 8.9 7.8 7.3 8.0
LRCX
$159.35
Technology		 35.1
Fwd: 28.6		 2.41 0.44
2.2		 62.3%
29.7%		 $4.42
2.8%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.2 8.5 4.9 8.0
META
$621.71
Communication Services		 27.5
Fwd: 20.9		 2.28 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.6 7.9 8.4 8.0
NFLX
$1103.66
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.3 7.8 8.0 8.0
DT
$47.22
Technology		 28.3
Fwd: 25.7		 1.87 0.03
1.5		 20.6%
27.3%		 $1.58
3.3%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.4 8.2 7.8 7.6 8.0
LRN
$72.01
Consumer Defensive		 11.1
Fwd: 9.2		 0.87 0.38
6.8		 23.0%
12.8%		 $8.61
12.0%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 8.1 9.4 4.7 7.9
KLAC
$1193.37
Technology		 37.5
Fwd: 28.6		 3.39 1.22
2.6		 99.2%
33.8%		 $29.47
2.5%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 8.8 8.8 7.1 7.9
EXLS
$39.54
Technology		 26.8
Fwd: 18.1		 1.77 0.46
2.9		 26.0%
11.9%		 $1.81
4.6%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.7 9.0 7.9 7.9
ACAD
$22.57
Healthcare		 14.5
Fwd: 30.7		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
5.2%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.2 7.8 5.7 7.9
DOCS
$54.29
Healthcare		 46.6
Fwd: 31.6		 4.29 0.01
6.4		 24.2%
39.9%		 $1.53
2.8%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 9.3 9.7 7.2 7.8
V
$336.02
Financial		 33.2
Fwd: 23.2		 2.68 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 4.2 9.5 9.0 6.1 7.8
IDXX
$708.45
Healthcare		 56.2
Fwd: 49.3		 3.65 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.1 8.5 7.7 7.8
ADSK
$297.18
Technology		 61.6
Fwd: 26.3		 3.89 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.1 9.0 8.9 7.7
AMAT
$230.07
Technology		 27.4
Fwd: 24.1		 3.48 0.35
2.5		 35.6%
23.9%		 $7.31
3.2%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.9 8.7 7.9 6.9 7.7
GILD
$118.84
Healthcare		 18.4
Fwd: 13.7		 0.70 1.16
1.5		 40.6%
27.9%		 $7.55
6.4%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 9.5 8.1 6.7 4.5 7.7
LULU
$166.13
Consumer Cyclical		 11.4
Fwd: 13.1		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.7%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 8.0 7.9 7.7 7.6
JKHY
$160.80
Technology		 24.4
Fwd: 23.1		 3.75 0.01
1.1		 23.4%
19.9%		 $8.20
5.1%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 4.4 8.8 7.5 7.0 7.6
APP
$619.93
Communication Services		 78.1
Fwd: 42.5		 1.26 2.38
3.2		 230.7%
49.3%		 $9.92
1.6%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 6.9 7.3 10.0 7.6 7.6
DPZ
$410.18
Consumer Cyclical		 24.0
Fwd: 21.0		 2.81 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.5 7.7 6.9 7.5
MA
$551.97
Financial		 35.3
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.8 8.2 6.7 7.5
SCHW
$95.24
Financial		 22.3
Fwd: 17.1		 0.85 0.56
1.2		 17.0%
28.6%		 $21.69
22.8%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 7.3 7.0 6.5 7.4
APH
$139.09
Technology		 46.4
Fwd: 35.6		 1.39 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.1 7.5 7.4 7.2 7.4
INTU
$648.85
Technology		 47.3
Fwd: 24.7		 3.37 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.5 7.8 8.0 8.9 7.4
ABT
$126.36
Healthcare		 15.8
Fwd: 22.3		 1.53 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 7.8 6.7 6.0 7.4
MLI
$107.09
Industrials		 16.0
Fwd: 13.9		 N/A 0.01
4.8		 26.1%
18.1%		 $6.10
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.3 8.4 4.5 7.4
AAPL
$268.47
Technology		 36.0
Fwd: 29.8		 3.59 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.6 7.5 5.3 7.4
MNST
$69.73
Consumer Defensive		 43.5
Fwd: 31.8		 3.05 0.00
3.5		 24.1%
20.5%		 $1.90
2.7%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 3.3 8.7 8.3 7.5 7.4
TSM
$286.50
Technology		 29.4
Fwd: 23.0		 0.97 0.19
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 8.5 7.7 0.5 7.3
ZM
$81.69
Technology		 21.5
Fwd: 13.8		 5.16 0.01
4.4		 13.6%
25.0%		 $6.17
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 8.2 8.7 6.7 7.3
USLM
$115.70
Basic Materials		 25.4
Fwd: 23.9		 2.23 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.5 8.1 8.0 7.0 7.3
ZTS
$120.24
Healthcare		 20.3
Fwd: 17.6		 2.51 1.35
3.6		 49.9%
28.2%		 $5.08
4.2%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 7.8 7.1 7.7 7.3
PTC
$176.11
Technology		 28.7
Fwd: 20.5		 3.79 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.7 8.1 7.8 7.3
JNJ
$186.57
Healthcare		 18.0
Fwd: 16.2		 2.44 0.58
1.1		 33.6%
27.3%		 $8.13
4.4%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 6.2 8.3 5.8 5.7 7.3
PAYX
$111.96
Technology		 25.1
Fwd: 19.0		 3.25 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.9 6.4 8.1 7.3
CTAS
$185.07
Industrials		 41.1
Fwd: 34.5		 3.92 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.3 8.4 7.6 7.3
REGN
$657.53
Healthcare		 15.7
Fwd: 15.4		 4.51 0.09
4.1		 15.2%
32.1%		 $40.17
6.1%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 8.0 7.8 8.4 7.2
BMI
$187.87
Technology		 40.0
Fwd: 34.5		 3.62 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.5 8.4 8.9 4.7 7.2
CB
$287.55
Financial		 12.0
Fwd: 10.9		 1.44 0.31
0.4		 14.1%
16.5%		 $37.34
13.0%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 7.1 7.8 6.2 7.2
MCO
$487.98
Financial		 39.2
Fwd: 30.0		 2.93 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.5 7.1 6.8 7.2
AWI
$188.71
Industrials		 27.0
Fwd: 22.4		 1.85 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 7.7 5.8 6.0 7.2
CTSH
$73.20
Technology		 17.0
Fwd: 13.1		 1.95 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.7 5.8 5.8 7.2
GGG
$81.65
Industrials		 27.9
Fwd: 25.7		 3.66 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.0 8.7 6.8 6.3 7.2
TT
$434.50
Industrials		 33.4
Fwd: 29.4		 2.34 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 7.8 7.2 7.0 7.2
ROL
$58.61
Consumer Cyclical		 55.0
Fwd: 46.7		 4.49 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.6 9.1 7.4 7.1
CINF
$164.64
Financial		 12.2
Fwd: 19.4		 1.95 0.06
0.6		 14.5%
17.6%		 $17.90
10.9%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.7 6.1 7.1 7.1
LOW
$233.16
Consumer Cyclical		 19.2
Fwd: 17.6		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.1 7.8 5.4 7.1
VEEV
$294.86
Healthcare		 60.5
Fwd: 34.9		 4.28 0.01
5.6		 13.7%
27.3%		 $8.10
2.7%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 8.1 8.5 7.7 7.1
PANW
$212.29
Technology		 132.7
Fwd: 49.2		 9.83 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 8.0 7.3 8.2 7.1
WRB
$74.97
Financial		 15.8
Fwd: 16.1		 2.46 0.32
0.4		 20.9%
13.0%		 $8.64
11.5%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.4 7.5 8.7 7.0 7.1
ULTA
$517.79
Consumer Cyclical		 19.9
Fwd: 19.1		 3.42 0.88
1.4		 48.5%
10.3%		 $21.23
4.1%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 7.9 7.9 6.9 7.1
FAST
$40.85
Industrials		 38.3
Fwd: 33.6		 3.83 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.1 6.6 8.5 7.1
GWW
$955.04
Industrials		 26.7
Fwd: 21.9		 3.67 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 7.5 8.1 7.9 7.1
MELI
$2108.60
Consumer Cyclical		 51.5
Fwd: 34.3		 1.64 2.08
1.2		 40.6%
7.9%		 $130.48
6.2%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 6.8 6.5 8.7 8.2 7.1
MKTX
$167.27
Financial		 28.1
Fwd: 20.7		 3.48 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.9 8.5 6.7 6.6 7.1
NOW
$861.87
Technology		 104.2
Fwd: 42.2		 5.04 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.8 8.5 7.5 7.0
AZO
$3718.26
Consumer Cyclical		 25.7
Fwd: 20.4		 2.12 N/A
0.9		 N/A
13.2%		 $107.62
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 6.9 7.4 7.3 7.0
DOCU
$69.70
Technology		 52.6
Fwd: 17.2		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 8.0 7.4 6.5 7.0
CDNS
$325.05
Technology		 83.9
Fwd: 40.3		 5.22 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.6 7.1 8.8 7.0
COST
$922.74
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.8 8.8 8.9 7.0
ILMN
$121.90
Healthcare		 27.3
Fwd: 24.4		 2.52 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 5.7 7.9 7.2 4.8 7.0
CPRT
$40.51
Industrials		 25.5
Fwd: 21.4		 2.41 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.1 7.0 7.6 7.7 7.0
NVMI
$307.59
Technology		 40.4
Fwd: 32.0		 2.38 0.75
4.6		 23.6%
28.7%		 $7.81
2.5%		 24.5% 35.3% EPS: +51.2% | Sales: +39.4% 6.4 7.0 8.3 6.2 7.0
BR
$221.72
Technology		 28.4
Fwd: 21.7		 2.95 1.32
0.9		 38.2%
13.1%		 $11.04
5.0%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.1 7.2 7.1 6.9
BMRN
$51.46
Healthcare		 19.3
Fwd: 11.4		 0.58 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 6.6 6.9 4.9 6.9
HOOD
$130.36
Financial		 54.1
Fwd: 53.6		 2.47 2.27
1.2		 27.8%
51.9%		 N/A
N/A		 60.7% N/A EPS: +315.2% | Sales: +73.5% 4.1 8.6 7.8 4.2 6.9
HLT
$273.32
Consumer Cyclical		 39.6
Fwd: 30.1		 2.91 N/A
0.7		 N/A
14.2%		 $10.28
3.8%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 4.4 8.0 7.2 6.5 6.9
AVGO
$349.43
Technology		 89.3
Fwd: 37.5		 2.52 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 4.7 7.2 7.7 7.2 6.8
CRM
$239.88
Technology		 34.8
Fwd: 18.9		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.1 6.8 7.4 8.7 6.8
CMG
$30.59
Consumer Cyclical		 27.0
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.0 8.8 7.7 6.8
GD
$346.34
Industrials		 22.4
Fwd: 20.2		 1.99 0.40
1.4		 17.8%
8.2%		 $17.82
5.1%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 7.0 5.8 5.8 6.8
AXP
$368.54
Financial		 24.8
Fwd: 21.1		 1.98 1.83
7.2		 33.7%
13.2%		 $27.48
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 5.9 7.0 7.1 6.2 6.7
FSLR
$267.64
Technology		 20.6
Fwd: 11.9		 0.64 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.7 4.8 4.6 6.7
QCOM
$170.89
Technology		 34.9
Fwd: 13.5		 17.13 0.74
2.8		 23.3%
12.5%		 $11.97
7.0%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.7 7.0 5.7 6.7
ISRG
$560.00
Healthcare		 74.1
Fwd: 57.8		 4.95 0.00
4.7		 16.9%
28.6%		 $6.41
1.1%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.1 6.9 6.0 6.6
ORLY
$97.09
Consumer Cyclical		 33.6
Fwd: 29.3		 3.21 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 7.2 6.8 8.2 6.6
PODD
$319.82
Healthcare		 92.8
Fwd: 52.0		 2.75 0.73
2.9		 19.7%
9.8%		 $5.62
1.8%		 22.9% 98.8% EPS: -40.5% | Sales: +27.1% 3.6 6.8 8.6 8.0 6.6
ONTO
$139.09
Technology		 34.4
Fwd: 24.4		 4.07 0.01
9.6		 10.5%
19.3%		 $4.87
3.5%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 7.1 8.3 6.3 6.5
MTB
$185.86
Financial		 11.4
Fwd: 9.9		 0.90 0.52
0.4		 9.6%
19.8%		 $23.77
12.8%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 5.6 6.2 6.1 6.5
DASH
$204.31
Consumer Cyclical		 103.8
Fwd: 57.9		 0.64 0.34
2.0		 10.1%
6.8%		 $4.87
2.4%		 64.7% N/A EPS: +570.4% | Sales: +24.5% 7.8 5.9 7.3 6.0 6.5
VRSN
$241.97
Technology		 28.2
Fwd: 24.6		 3.28 N/A
0.5		 N/A
49.9%		 $10.85
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.7 7.6 5.3 4.9 6.5
WST
$271.04
Healthcare		 40.1
Fwd: 34.8		 4.28 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.2 6.8 7.0 6.5
PH
$844.01
Industrials		 30.1
Fwd: 25.9		 3.50 0.75
1.1		 27.3%
18.2%		 $26.75
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: +0.2% 4.0 7.1 7.9 6.5 6.4
SHOP
$152.41
Technology		 111.6
Fwd: 83.2		 5.20 0.09
3.9		 15.7%
16.6%		 $1.46
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.4 7.7 5.9 6.3
SAP
$251.96
Technology		 37.7
Fwd: 30.2		 1.34 0.21
1.1		 16.3%
19.5%		 $6.33
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 7.9 7.5 5.9 0.5 6.3
SPGI
$496.42
Financial		 36.1
Fwd: 25.1		 2.99 0.36
1.0		 12.6%
28.1%		 $18.03
3.6%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.2 6.5 6.6 8.3 6.3
EPAM
$175.30
Technology		 26.8
Fwd: 14.0		 3.09 0.04
3.0		 10.2%
7.0%		 $7.36
4.2%		 15.6% 11.6% EPS: -0.3% | Sales: +14.3% 4.7 6.3 6.0 8.2 6.3
ENPH
$30.22
Technology		 20.9
Fwd: 14.4		 11.81 1.24
2.0		 20.3%
12.9%		 $1.66
5.5%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.8 6.5 6.7 6.3
AMD
$233.54
Technology		 115.4
Fwd: 36.6		 2.74 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 4.4 6.0 7.5 8.1 6.2
CHD
$86.86
Consumer Defensive		 27.4
Fwd: 23.2		 5.36 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.7 6.3 7.2 6.2
TYL
$463.43
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 6.7 6.3 7.5 6.2
SBUX
$85.57
Consumer Cyclical		 52.5
Fwd: 28.2		 2.77 N/A
0.7		 N/A
5.0%		 $2.15
2.5%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.7 6.3 7.1 7.3 6.2
SQ
$65.45
Technology		 14.0
Fwd: 19.0		 1.53 0.28
2.0		 14.3%
12.4%		 $1.74
2.7%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 8.1 5.6 6.0 N/A 6.2
AME
$196.29
Industrials		 31.0
Fwd: 24.6		 3.93 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.1 7.2 6.6 4.9 6.1
EA
$200.60
Communication Services		 58.6
Fwd: 21.6		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 7.3 5.9 5.0 6.1
LMAT
$86.82
Healthcare		 42.2
Fwd: 34.2		 3.27 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.8 6.4 6.8 7.3 6.1
NKE
$61.09
Consumer Cyclical		 31.3
Fwd: 24.5		 2.63 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.5 6.3 5.9 6.5 6.1
CMI
$473.34
Industrials		 24.6
Fwd: 18.7		 2.16 0.63
1.8		 23.8%
7.9%		 $16.53
3.5%		 7.7% 14.4% EPS: +53.4% | Sales: -1.8% 6.7 6.0 6.1 5.5 6.1
GS
$786.34
Financial		 16.0
Fwd: 14.2		 1.05 5.24
1.3		 13.6%
12.5%		 $190.86
24.3%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 5.7 7.1 3.8 6.1
POOL
$252.01
Industrials		 23.0
Fwd: 21.7		 4.82 1.01
2.6		 29.2%
7.8%		 $10.59
4.2%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.5 7.5 6.4 6.1
GDDY
$132.03
Technology		 22.8
Fwd: 18.4		 2.10 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.1 5.0 8.2 7.3 6.0
FITB
$42.87
Financial		 12.8
Fwd: 12.0		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 5.6 5.5 3.8 6.0
TJX
$144.61
Consumer Cyclical		 33.0
Fwd: 28.5		 3.48 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.1 6.2 4.9 6.0
MAR
$291.16
Consumer Cyclical		 30.8
Fwd: 25.8		 2.91 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.2 6.3 6.9 5.5 6.0
TDY
$513.17
Technology		 29.7
Fwd: 21.7		 3.33 0.24
1.8		 8.1%
13.6%		 $22.11
4.3%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.5 6.2 5.8 7.0 6.0
EW
$83.39
Healthcare		 35.5
Fwd: 29.1		 3.61 0.07
4.0		 13.6%
23.5%		 $1.39
1.7%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.3 7.2 4.9 4.3 6.0
BRO
$78.54
Financial		 23.6
Fwd: 16.7		 2.24 0.65
1.2		 10.5%
18.0%		 $3.81
4.8%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.3 5.5 6.9 8.3 6.0
ROST
$161.08
Consumer Cyclical		 25.6
Fwd: 23.4		 4.35 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.1 6.2 5.1 6.0
ROK
$373.49
Industrials		 48.8
Fwd: 27.9		 3.83 0.97
2.4		 24.2%
10.4%		 $12.08
3.2%		 5.7% -2.6% EPS: -3.3% | Sales: +1.0% 3.8 7.1 6.4 4.7 6.0
ETSY
$59.09
Consumer Cyclical		 41.3
Fwd: 23.3		 5.12 N/A
3.2		 N/A
6.4%		 $6.44
10.9%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.0 5.8 7.5 8.4 6.0
AMZN
$244.41
Consumer Cyclical		 34.5
Fwd: 31.2		 1.72 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 6.7 5.0 7.3 7.1 5.9
DAL
$58.88
Industrials		 8.3
Fwd: 8.2		 0.84 1.11
0.4		 28.5%
7.4%		 $4.71
8.0%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.2 4.9 4.5 5.9
DIS
$110.74
Communication Services		 17.4
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 8.5 5.4 5.3 5.2 5.9
CME
$276.50
Financial		 26.8
Fwd: 23.9		 4.20 0.13
1.0		 13.3%
58.1%		 $11.33
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.1 6.4 5.9 5.9
ICE
$149.00
Financial		 27.1
Fwd: 19.9		 2.40 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 5.7 6.2 6.9 5.9
TXN
$160.55
Technology		 29.3
Fwd: 26.4		 2.38 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.5 5.0 3.3 5.8
CMCSA
$27.35
Communication Services		 4.5
Fwd: 6.5		 2.97 1.02
0.9		 24.7%
18.3%		 $5.76
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.2 6.1 5.4 5.7 5.8
NDAQ
$87.24
Financial		 31.1
Fwd: 23.1		 2.18 0.80
1.0		 14.1%
19.9%		 $3.67
4.2%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 5.4 6.0 6.0 5.4 5.8
MCD
$299.66
Consumer Cyclical		 25.6
Fwd: 22.6		 3.69 N/A
1.0		 N/A
32.0%		 $10.35
3.5%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.3 5.8 5.5 5.8
PSA
$278.05
Real Estate		 28.9
Fwd: 26.7		 23.30 1.08
1.7		 20.0%
35.4%		 $16.69
6.0%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 6.3 7.4 6.8 5.8
SE
$149.94
Consumer Cyclical		 76.1
Fwd: 30.4		 1.55 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 6.8 5.1 5.8 5.9 5.7
BSX
$100.02
Healthcare		 53.5
Fwd: 28.8		 3.31 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.3 6.0 5.7 6.1 5.7
VICI
$30.34
Real Estate		 11.5
Fwd: 10.7		 2.57 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 5.4 6.2 7.1 5.7
WDAY
$225.17
Technology		 104.1
Fwd: 21.3		 4.87 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 5.4 6.2 8.4 5.7
LMT
$458.35
Industrials		 25.6
Fwd: 15.6		 2.15 3.59
1.1		 62.8%
5.7%		 $19.85
4.3%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 7.1 4.9 6.1 6.2 5.7
LIN
$420.51
Basic Materials		 28.2
Fwd: 23.5		 3.49 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.1 6.2 6.8 5.5 5.6
OKTA
$85.21
Technology		 100.5
Fwd: 23.6		 7.97 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 5.5 7.3 6.3 5.6
BLK
$1082.20
Financial		 28.1
Fwd: 20.0		 2.32 0.27
4.0		 12.6%
25.9%		 $24.65
2.3%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.6 4.1 6.3 5.6
CPNG
$28.88
Consumer Cyclical		 136.7
Fwd: 55.0		 1.07 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 4.3 6.7 5.7 5.6
BABA
$166.34
Consumer Cyclical		 19.4
Fwd: 17.4		 2.20 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 5.6 5.0 5.3 7.7 5.5
ELF
$73.74
Consumer Defensive		 52.3
Fwd: 21.1		 5.91 0.80
2.7		 8.8%
5.9%		 $2.50
3.4%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 5.2 7.5 8.2 5.5
ETN
$373.77
Industrials		 37.4
Fwd: 27.2		 2.94 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 4.4 6.2 6.4 4.3 5.5
HEI
$323.02
Industrials		 70.8
Fwd: 60.7		 4.06 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 6.4 6.3 7.2 5.5
ATEN
$17.23
Technology		 25.2
Fwd: 18.1		 3.71 1.11
3.6		 23.9%
17.8%		 $1.00
5.8%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.5 6.4 5.8 3.1 5.5
PWR
$445.01
Industrials		 66.0
Fwd: 35.8		 3.90 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.6 5.3 7.4 7.7 5.5
IEX
$167.96
Industrials		 26.6
Fwd: 20.0		 5.47 0.48
2.9		 12.2%
14.0%		 $7.80
4.6%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 6.2 5.3 5.0 5.5
JPM
$314.21
Financial		 15.6
Fwd: 14.8		 1.95 3.06
1.1		 16.4%
20.4%		 $16.86
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.6 5.0 6.0 5.4 5.5
SNPS
$393.43
Technology		 30.8
Fwd: 28.0		 3.29 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.7 5.2 9.2 5.5
SLB
$36.66
Energy		 14.2
Fwd: 12.4		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 5.7 5.3 3.8 5.5
RSG
$205.59
Industrials		 30.6
Fwd: 28.1		 3.93 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.0 5.6 6.6 6.3 5.4
TMO
$572.41
Healthcare		 33.1
Fwd: 23.3		 4.44 0.70
1.5		 13.1%
15.0%		 $16.27
2.8%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 5.4 6.1 6.9 5.4
WPM
$99.06
Basic Materials		 57.1
Fwd: 30.8		 1.76 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 5.5 6.5 7.0 0.5 5.4
UNP
$221.48
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 5.9 5.6 2.5 5.4
SOFI
$28.21
Financial		 51.0
Fwd: 46.7		 1.78 0.32
4.9		 8.6%
14.4%		 $1.30
4.6%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 5.5 5.1 7.3 5.1 5.4
HOLX
$74.10
Healthcare		 29.8
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.14
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.2 6.0 5.2 4.6 5.4
KEYS
$180.87
Technology		 57.6
Fwd: 23.3		 4.85 0.49
3.6		 10.0%
10.4%		 $8.23
4.6%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 5.8 4.7 5.8 5.4
TDG
$1284.76
Industrials		 42.6
Fwd: 31.9		 3.83 N/A
3.1		 N/A
20.4%		 $33.83
2.6%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.8 5.5 6.4 6.3 5.3
XYL
$151.31
Industrials		 38.9
Fwd: 27.3		 2.98 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 4.4 5.3 5.8 6.3 5.3
VMC
$287.30
Basic Materials		 34.1
Fwd: 29.2		 2.39 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 4.4 5.3 5.2 6.9 5.3
COP
$86.83
Energy		 12.3
Fwd: 13.6		 6.08 0.36
1.3		 15.4%
14.8%		 $5.68
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +8.4% 3.9 5.7 5.1 6.1 5.3
O
$56.87
Real Estate		 53.2
Fwd: 36.9		 2.97 0.74
2.2		 2.5%
17.1%		 $3.99
7.0%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 3.9 5.0 6.5 7.9 5.3
EXR
$133.18
Real Estate		 29.8
Fwd: 27.3		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
5.9%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 4.8 6.2 8.3 5.3
KO
$70.55
Consumer Defensive		 23.4
Fwd: 21.9		 3.74 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 5.2 4.9 6.3 5.2
ITW
$245.49
Industrials		 23.8
Fwd: 21.9		 33.09 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 5.8 6.8 4.1 5.2
COF
$217.82
Financial		 92.4
Fwd: 10.4		 4.22 0.45
2.1		 1.5%
1.7%		 $32.80
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 5.5 5.4 6.0 5.2
WMT
$102.59
Consumer Defensive		 38.7
Fwd: 34.9		 4.10 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.6 5.3 6.8 5.2
TRMB
$78.90
Technology		 53.7
Fwd: 22.9		 4.63 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 5.4 5.7 5.6 5.2
EMR
$129.49
Industrials		 32.0
Fwd: 18.3		 3.77 0.65
0.9		 10.9%
12.7%		 $4.74
3.7%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 4.3 5.8 4.9 4.2 5.2
XOM
$117.22
Energy		 17.0
Fwd: 15.8		 3.56 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.5 5.8 5.8 3.8 5.2
CSGP
$67.52
Real Estate		 1313.6
Fwd: 47.4		 37.45 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 5.4 6.5 8.4 5.2
TRI
$137.57
Industrials		 35.4
Fwd: 30.9		 3.51 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 3.7 6.9 5.9 0.5 5.2
UPS
$95.95
Industrials		 14.8
Fwd: 13.4		 12.89 1.85
1.3		 33.7%
6.2%		 $5.19
5.4%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.4 5.6 5.8 5.2
IR
$77.50
Industrials		 57.5
Fwd: 21.7		 9.66 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 4.8 7.4 7.0 5.1
VRSK
$214.66
Industrials		 32.8
Fwd: 28.0		 3.71 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.1 8.0 5.0 5.1
MKC
$65.04
Consumer Defensive		 22.5
Fwd: 20.4		 4.13 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 5.3 4.4 6.5 5.1
MS
$162.36
Financial		 16.7
Fwd: 15.4		 1.26 3.92
1.6		 15.2%
13.8%		 $6.51
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.6 4.2 3.9 5.1
MSI
$390.75
Technology		 31.4
Fwd: 24.0		 3.74 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.5 7.2 6.3 5.1
SMCI
$39.76
Technology		 31.8
Fwd: 13.0		 1.64 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.2 3.8 5.5 6.2 5.1
MDT
$92.20
Healthcare		 25.5
Fwd: 15.2		 4.31 0.60
2.0		 9.7%
13.6%		 $4.13
4.5%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.7 4.9 4.4 5.1
ROP
$447.05
Technology		 30.8
Fwd: 20.7		 3.60 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.7 5.5 5.3 3.5 5.1
SYK
$356.03
Healthcare		 46.8
Fwd: 23.8		 4.20 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 5.8 5.5 3.8 5.1
DHR
$209.94
Healthcare		 43.2
Fwd: 25.0		 5.81 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 5.3 5.3 5.5 5.0
HON
$194.07
Industrials		 20.4
Fwd: 19.0		 3.45 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.2 5.8 3.9 5.0
UL
$61.47
Consumer Defensive		 25.2
Fwd: 17.0		 3.39 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.5 6.2 5.6 0.5 5.0
DDOG
$191.24
Technology		 647.8
Fwd: 83.1		 41.08 0.37
3.6		 3.5%
3.3%		 $2.70
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.6% 2.0 5.1 6.5 6.5 4.9
MLM
$610.64
Basic Materials		 32.2
Fwd: 28.2		 2.74 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.1 4.7 5.3 6.8 4.9
CAT
$563.10
Industrials		 28.9
Fwd: 25.4		 4.52 2.01
1.4		 46.3%
14.3%		 $16.15
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 5.5 6.9 4.1 4.9
TSLA
$429.52
Consumer Cyclical		 287.0
Fwd: 194.3		 32.39 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 5.0 6.7 7.5 4.9
BRK-B
$499.06
Financial		 16.0
Fwd: 23.0		 16.45 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.4 3.7 6.0 4.9
LHX
$290.66
Industrials		 31.2
Fwd: 23.4		 11.07 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 4.2 5.8 6.9 4.7
SHW
$340.16
Basic Materials		 33.2
Fwd: 27.1		 4.27 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.6 7.3 6.5 4.7
HD
$371.11
Consumer Cyclical		 25.2
Fwd: 22.8		 4.86 5.75
1.1		 193.9%
8.9%		 $14.30
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.3 6.8 5.8 4.7
ECL
$256.13
Basic Materials		 36.8
Fwd: 30.2		 2.79 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 3.9 5.3 5.3 3.1 4.7
ON
$47.83
Technology		 62.4
Fwd: 16.5		 70.93 0.46
5.2		 3.9%
5.2%		 $3.40
7.1%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 4.7 6.2 4.0 4.7
HIMS
$41.03
Healthcare		 75.9
Fwd: 55.2		 3.43 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 3.3 4.4 6.6 6.0 4.6
NOC
$568.61
Industrials		 20.4
Fwd: 19.7		 3.32 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.7 4.0 5.9 6.0 4.6
RTX
$176.97
Industrials		 36.3
Fwd: 26.0		 3.65 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.1 4.2 5.0 6.3 4.6
CELH
$41.52
Consumer Defensive		 437.1
Fwd: 27.8		 7.37 0.29
1.8		 3.1%
1.1%		 $0.82
2.0%		 78.3% 54.3% EPS: -64.7% | Sales: +55.1% 3.2 4.2 7.4 6.4 4.5
FIS
$64.78
Technology		 204.0
Fwd: 10.2		 20.99 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 4.4 5.5 3.9 4.4
ABBV
$219.16
Healthcare		 165.4
Fwd: 15.3		 10.06 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 3.9 6.3 5.8 4.4
PEP
$142.95
Consumer Defensive		 27.2
Fwd: 16.7		 7.79 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.6 6.2 6.4 4.2
CHTR
$219.86
Communication Services		 6.1
Fwd: 5.1		 0.52 6.24
0.4		 34.8%
9.3%		 $16.96
7.7%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.7 1.6 5.5 6.0 4.2
GATX
$155.08
Industrials		 18.1
Fwd: 15.9		 1.93 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.5 4.6 4.5 4.1
KMI
$26.55
Energy		 21.8
Fwd: 19.4		 2.50 1.06
0.6		 8.9%
16.6%		 $1.12
4.2%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.3 4.1 5.2 2.8 4.0
SBAC
$197.40
Real Estate		 24.9
Fwd: 22.3		 2.70 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.4 5.4 3.4 4.0
AMT
$177.95
Real Estate		 28.4
Fwd: 25.6		 1.89 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.7 2.6 5.4 3.6 3.9
ENB
$47.71
Energy		 23.5
Fwd: 20.8		 3.15 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 4.0 3.8 5.2 2.9 3.8
WM
$201.92
Industrials		 31.8
Fwd: 24.3		 3.40 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.1 3.0 5.9 5.2 3.8
ORCL
$239.26
Technology		 55.4
Fwd: 29.9		 2.54 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 5.8 2.4 5.1 5.9 3.8
DLR
$169.89
Real Estate		 43.9
Fwd: 103.1		 4.87 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 3.7 5.0 5.8 3.8
APD
$259.74
Basic Materials		 N/A
Fwd: 18.6		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -39.5% | Sales: -0.5% 5.2 3.1 4.6 3.2 3.7
QSR
$67.74
Consumer Cyclical		 24.1
Fwd: 16.9		 2.58 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.1 1.9 5.5 6.0 3.6
AXON
$602.51
Industrials		 190.7
Fwd: 78.7		 10.91 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.2 5.6 4.6 2.8
ODD
$38.97
Technology		 21.8
Fwd: 17.4		 1.17 0.07
6.3		 30.4%
14.7%		 $2.33
6.0%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.8 9.9 10.0 7.9 9.4
DECK
$81.77
Consumer Cyclical		 12.1
Fwd: 11.9		 1.72 0.14
3.1		 43.3%
19.4%		 $6.72
8.2%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.3 9.8 9.5 9.1
NVDA
$188.15
Technology		 53.5
Fwd: 28.2		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.3 9.3 9.8 8.9 9.0
CPRX
$21.39
Healthcare		 12.5
Fwd: 12.1		 1.18 0.00
6.6		 27.5%
37.6%		 $1.91
8.9%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.5 9.5 9.8 6.8 9.0
APPF
$251.80
Technology		 45.2
Fwd: 39.5		 1.97 0.08
2.9		 44.7%
22.5%		 $5.89
2.3%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.4 9.6 9.9 9.3 8.9
DXCM
$55.00
Healthcare		 30.6
Fwd: 22.1		 1.37 0.94
1.6		 30.6%
16.0%		 $2.72
5.0%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.9 7.7 9.9 8.8 8.8
PAYC
$162.15
Technology		 20.2
Fwd: 16.1		 1.87 0.05
1.1		 28.6%
22.6%		 $6.78
4.2%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.1 8.7 9.8 8.7
LRN
$72.01
Consumer Defensive		 11.1
Fwd: 9.2		 0.87 0.38
6.8		 23.0%
12.8%		 $8.61
12.0%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 8.2 9.9 4.7 8.6
DUOL
$201.21
Technology		 25.6
Fwd: 45.3		 0.60 0.07
2.8		 36.2%
40.0%		 $7.74
3.8%		 60.3% N/A EPS: +318.9% | Sales: +39.9% 8.9 9.1 8.6 7.5 8.6
EXEL
$40.81
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 7.5 8.2 8.6
ASML
$1016.96
Technology		 38.1
Fwd: 33.5		 1.68 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.6 8.4 9.1 8.5
ADBE
$326.95
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.93
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.6 7.8 9.2 8.4
GOOGL
$278.83
Communication Services		 27.5
Fwd: 25.0		 1.65 0.11
1.8		 35.5%
32.2%		 $6.09
2.2%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 8.9 8.8 8.6 8.4
APP
$619.93
Communication Services		 78.1
Fwd: 42.5		 1.26 2.38
3.2		 230.7%
49.3%		 $9.92
1.6%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 6.9 7.0 10.0 7.6 8.4
HALO
$68.24
Healthcare		 14.3
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.5 7.4 8.6 7.0 8.4
MEDP
$589.15
Healthcare		 41.2
Fwd: 35.5		 3.03 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 4.3 9.7 10.0 9.3 8.4
MPWR
$958.26
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.3 8.6 8.9 7.4 8.2
EXLS
$39.54
Technology		 26.8
Fwd: 18.1		 1.77 0.46
2.9		 26.0%
11.9%		 $1.81
4.6%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.7 8.7 7.9 8.2
PGR
$217.27
Financial		 11.9
Fwd: 13.2		 2.22 0.19
0.7		 34.2%
12.6%		 $29.09
13.4%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.4 8.9 9.4 8.2
PYPL
$66.22
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.9 8.0 8.0 8.2
LULU
$166.13
Consumer Cyclical		 11.4
Fwd: 13.1		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.7%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 7.9 9.7 7.7 8.2
QFIN
$22.28
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.4 7.8 7.4 8.2
PINS
$27.09
Communication Services		 9.4
Fwd: 13.5		 0.45 0.04
8.4		 51.5%
49.0%		 $1.66
6.1%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.2 8.3 5.9 8.2
FTNT
$81.79
Technology		 33.7
Fwd: 28.1		 3.12 1.35
1.0		 228.0%
28.6%		 $2.65
3.2%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 8.4 9.3 9.4 8.2
ANET
$134.65
Technology		 51.2
Fwd: 40.2		 2.44 0.00
3.2		 31.7%
39.7%		 $3.21
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.5 9.4 6.6 8.1
DT
$47.22
Technology		 28.3
Fwd: 25.7		 1.87 0.03
1.5		 20.6%
27.3%		 $1.58
3.3%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.4 8.3 8.4 7.6 8.1
PCTY
$141.88
Technology		 35.5
Fwd: 17.4		 3.52 0.12
1.0		 20.4%
13.8%		 $7.33
5.2%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.5 8.8 9.3 9.1 8.1
META
$621.71
Communication Services		 27.5
Fwd: 20.9		 2.28 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.6 8.8 8.4 8.0
NFLX
$1103.66
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.3 8.5 8.0 8.0
RMD
$251.49
Healthcare		 25.7
Fwd: 20.8		 2.26 0.14
2.9		 25.4%
27.4%		 $12.11
4.8%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 9.0 8.2 9.1 8.0
NSSC
$42.14
Industrials		 34.3
Fwd: 27.5		 2.06 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 5.6 9.2 9.2 7.9 8.0
MSFT
$496.82
Technology		 35.4
Fwd: 26.5		 2.00 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.4 7.8 9.1 7.9
TSM
$286.50
Technology		 29.4
Fwd: 23.0		 0.97 0.19
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 8.6 9.1 0.5 7.7
QLYS
$149.73
Technology		 29.0
Fwd: 20.3		 3.42 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 4.8 9.9 8.3 7.8 7.7
YOU
$36.08
Technology		 18.9
Fwd: 28.1		 N/A 0.77
0.9		 130.9%
21.0%		 $2.21
6.1%		 32.0% N/A EPS: +135.7% | Sales: +17.8% 6.2 9.3 8.6 5.5 7.7
NVMI
$307.59
Technology		 40.4
Fwd: 32.0		 2.38 0.75
4.6		 23.6%
28.7%		 $7.81
2.5%		 24.5% 35.3% EPS: +51.2% | Sales: +39.4% 6.4 7.1 9.2 6.2 7.7
SQ
$65.45
Technology		 14.0
Fwd: 19.0		 1.53 0.28
2.0		 14.3%
12.4%		 $1.74
2.7%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 8.1 5.8 8.3 N/A 7.7
CPRT
$40.51
Industrials		 25.5
Fwd: 21.4		 2.41 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.1 7.1 9.2 7.7 7.7
KLAC
$1193.37
Technology		 37.5
Fwd: 28.6		 3.39 1.22
2.6		 99.2%
33.8%		 $29.47
2.5%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 8.6 8.9 7.1 7.7
ADSK
$297.18
Technology		 61.6
Fwd: 26.3		 3.89 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.0 8.7 8.9 7.7
MELI
$2108.60
Consumer Cyclical		 51.5
Fwd: 34.3		 1.64 2.08
1.2		 40.6%
7.9%		 $130.48
6.2%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 6.8 6.3 8.6 8.2 7.6
ZM
$81.69
Technology		 21.5
Fwd: 13.8		 5.16 0.01
4.4		 13.6%
25.0%		 $6.17
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 8.3 9.4 6.7 7.6
AMZN
$244.41
Consumer Cyclical		 34.5
Fwd: 31.2		 1.72 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 6.7 5.0 9.6 7.1 7.6
DOCS
$54.29
Healthcare		 46.6
Fwd: 31.6		 4.29 0.01
6.4		 24.2%
39.9%		 $1.53
2.8%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 9.3 9.9 7.2 7.6
CMG
$30.59
Consumer Cyclical		 27.0
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 6.9 9.8 7.7 7.5
CB
$287.55
Financial		 12.0
Fwd: 10.9		 1.44 0.31
0.4		 14.1%
16.5%		 $37.34
13.0%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 7.3 7.7 6.2 7.5
PTC
$176.11
Technology		 28.7
Fwd: 20.5		 3.79 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.8 8.6 7.8 7.5
ACAD
$22.57
Healthcare		 14.5
Fwd: 30.7		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
5.2%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.2 8.4 5.7 7.5
LRCX
$159.35
Technology		 35.1
Fwd: 28.6		 2.41 0.44
2.2		 62.3%
29.7%		 $4.42
2.8%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.1 8.2 4.9 7.4
DASH
$204.31
Consumer Cyclical		 103.8
Fwd: 57.9		 0.64 0.34
2.0		 10.1%
6.8%		 $4.87
2.4%		 64.7% N/A EPS: +570.4% | Sales: +24.5% 7.8 6.2 8.2 6.0 7.4
FICO
$1740.00
Technology		 65.5
Fwd: 34.8		 2.63 N/A
0.8		 N/A
32.8%		 $32.07
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.5 8.6 7.6 8.2 7.4
CRM
$239.88
Technology		 34.8
Fwd: 18.9		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.1 7.0 8.3 8.7 7.4
REGN
$657.53
Healthcare		 15.7
Fwd: 15.4		 4.51 0.09
4.1		 15.2%
32.1%		 $40.17
6.1%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 8.1 9.0 8.4 7.4
USLM
$115.70
Basic Materials		 25.4
Fwd: 23.9		 2.23 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.5 8.1 9.1 7.0 7.4
BMRN
$51.46
Healthcare		 19.3
Fwd: 11.4		 0.58 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 6.9 7.0 4.9 7.4
MLI
$107.09
Industrials		 16.0
Fwd: 13.9		 N/A 0.01
4.8		 26.1%
18.1%		 $6.10
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.3 8.6 4.5 7.3
PODD
$319.82
Healthcare		 92.8
Fwd: 52.0		 2.75 0.73
2.9		 19.7%
9.8%		 $5.62
1.8%		 22.9% 98.8% EPS: -40.5% | Sales: +27.1% 3.6 6.9 9.6 8.0 7.3
MANH
$177.61
Technology		 50.5
Fwd: 32.7		 5.69 0.15
1.3		 73.6%
20.2%		 $5.53
3.1%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 8.3 6.1 7.3
AMAT
$230.07
Technology		 27.4
Fwd: 24.1		 3.48 0.35
2.5		 35.6%
23.9%		 $7.31
3.2%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.9 8.7 8.1 6.9 7.3
ONTO
$139.09
Technology		 34.4
Fwd: 24.4		 4.07 0.01
9.6		 10.5%
19.3%		 $4.87
3.5%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 7.3 9.3 6.3 7.2
SMCI
$39.76
Technology		 31.8
Fwd: 13.0		 1.64 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.2 4.0 8.4 6.2 7.2
SCHW
$95.24
Financial		 22.3
Fwd: 17.1		 0.85 0.56
1.2		 17.0%
28.6%		 $21.69
22.8%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 7.5 6.0 6.5 7.2
AZO
$3718.26
Consumer Cyclical		 25.7
Fwd: 20.4		 2.12 N/A
0.9		 N/A
13.2%		 $107.62
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 6.7 7.5 7.3 7.2
WRB
$74.97
Financial		 15.8
Fwd: 16.1		 2.46 0.32
0.4		 20.9%
13.0%		 $8.64
11.5%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.4 7.7 8.7 7.0 7.2
AMD
$233.54
Technology		 115.4
Fwd: 36.6		 2.74 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 4.4 6.3 8.7 8.1 7.2
GWW
$955.04
Industrials		 26.7
Fwd: 21.9		 3.67 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 7.4 8.6 7.9 7.2
ABT
$126.36
Healthcare		 15.8
Fwd: 22.3		 1.53 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 7.9 7.0 6.0 7.2
NOW
$861.87
Technology		 104.2
Fwd: 42.2		 5.04 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 8.0 8.7 7.5 7.1
V
$336.02
Financial		 33.2
Fwd: 23.2		 2.68 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 4.2 9.4 8.8 6.1 7.1
APH
$139.09
Technology		 46.4
Fwd: 35.6		 1.39 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.1 7.5 6.8 7.2 7.1
VEEV
$294.86
Healthcare		 60.5
Fwd: 34.9		 4.28 0.01
5.6		 13.7%
27.3%		 $8.10
2.7%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 8.3 8.9 7.7 7.1
IDXX
$708.45
Healthcare		 56.2
Fwd: 49.3		 3.65 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 8.9 8.2 7.7 7.0
BMI
$187.87
Technology		 40.0
Fwd: 34.5		 3.62 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.5 8.5 8.4 4.7 7.0
BRO
$78.54
Financial		 23.6
Fwd: 16.7		 2.24 0.65
1.2		 10.5%
18.0%		 $3.81
4.8%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.3 5.8 8.6 8.3 7.0
INTU
$648.85
Technology		 47.3
Fwd: 24.7		 3.37 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.5 7.9 7.2 8.9 7.0
BKNG
$4940.00
Consumer Cyclical		 32.1
Fwd: 18.6		 1.82 N/A
1.3		 N/A
19.4%		 $257.96
5.2%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 8.7 5.7 6.9 7.0
COST
$922.74
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.8 9.8 8.9 6.9
CARG
$33.34
Consumer Cyclical		 26.9
Fwd: 13.4		 1.36 0.45
3.0		 29.2%
14.1%		 $2.31
6.9%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 8.3 8.9 5.7 5.2 6.9
ULTA
$517.79
Consumer Cyclical		 19.9
Fwd: 19.1		 3.42 0.88
1.4		 48.5%
10.3%		 $21.23
4.1%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 7.8 8.1 6.9 6.9
SE
$149.94
Consumer Cyclical		 76.1
Fwd: 30.4		 1.55 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 6.8 5.4 8.0 5.9 6.9
GS
$786.34
Financial		 16.0
Fwd: 14.2		 1.05 5.24
1.3		 13.6%
12.5%		 $190.86
24.3%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 6.1 7.5 3.8 6.9
ZTS
$120.24
Healthcare		 20.3
Fwd: 17.6		 2.51 1.35
3.6		 49.9%
28.2%		 $5.08
4.2%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 7.6 7.0 7.7 6.9
ABNB
$120.88
Consumer Cyclical		 29.2
Fwd: 25.1		 2.60 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 5.7 9.8 7.2 5.1 6.8
MTB
$185.86
Financial		 11.4
Fwd: 9.9		 0.90 0.52
0.4		 9.6%
19.8%		 $23.77
12.8%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 6.0 5.3 6.1 6.8
CHTR
$219.86
Communication Services		 6.1
Fwd: 5.1		 0.52 6.24
0.4		 34.8%
9.3%		 $16.96
7.7%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.7 1.6 7.5 6.0 6.8
TT
$434.50
Industrials		 33.4
Fwd: 29.4		 2.34 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 7.8 7.3 7.0 6.8
GDDY
$132.03
Technology		 22.8
Fwd: 18.4		 2.10 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.1 4.8 7.3 7.3 6.8
ETSY
$59.09
Consumer Cyclical		 41.3
Fwd: 23.3		 5.12 N/A
3.2		 N/A
6.4%		 $6.44
10.9%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.0 5.8 8.7 8.4 6.8
SNPS
$393.43
Technology		 30.8
Fwd: 28.0		 3.29 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 5.0 7.7 9.2 6.8
VICI
$30.34
Real Estate		 11.5
Fwd: 10.7		 2.57 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 5.7 8.9 7.1 6.7
CTAS
$185.07
Industrials		 41.1
Fwd: 34.5		 3.92 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.2 7.8 7.6 6.7
MNST
$69.73
Consumer Defensive		 43.5
Fwd: 31.8		 3.05 0.00
3.5		 24.1%
20.5%		 $1.90
2.7%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 3.3 8.8 8.4 7.5 6.7
GILD
$118.84
Healthcare		 18.4
Fwd: 13.7		 0.70 1.16
1.5		 40.6%
27.9%		 $7.55
6.4%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 9.5 7.9 5.0 4.5 6.7
JPM
$314.21
Financial		 15.6
Fwd: 14.8		 1.95 3.06
1.1		 16.4%
20.4%		 $16.86
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.6 5.3 7.9 5.4 6.6
AXP
$368.54
Financial		 24.8
Fwd: 21.1		 1.98 1.83
7.2		 33.7%
13.2%		 $27.48
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 5.9 7.3 7.0 6.2 6.6
LMAT
$86.82
Healthcare		 42.2
Fwd: 34.2		 3.27 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.8 6.6 8.1 7.3 6.6
ADP
$254.16
Technology		 25.1
Fwd: 21.2		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 8.6 5.9 7.3 6.6
LOW
$233.16
Consumer Cyclical		 19.2
Fwd: 17.6		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 7.9 7.0 5.4 6.6
MA
$551.97
Financial		 35.3
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.8 7.0 6.7 6.5
ROL
$58.61
Consumer Cyclical		 55.0
Fwd: 46.7		 4.49 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.5 8.2 7.4 6.5
CPNG
$28.88
Consumer Cyclical		 136.7
Fwd: 55.0		 1.07 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 4.5 6.7 5.7 6.5
OKTA
$85.21
Technology		 100.5
Fwd: 23.6		 7.97 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 5.9 8.2 6.3 6.5
AAPL
$268.47
Technology		 36.0
Fwd: 29.8		 3.59 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.3 7.0 5.3 6.5
HOOD
$130.36
Financial		 54.1
Fwd: 53.6		 2.47 2.27
1.2		 27.8%
51.9%		 N/A
N/A		 60.7% N/A EPS: +315.2% | Sales: +73.5% 4.1 8.6 8.4 4.2 6.5
ORLY
$97.09
Consumer Cyclical		 33.6
Fwd: 29.3		 3.21 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 7.0 7.5 8.2 6.5
DPZ
$410.18
Consumer Cyclical		 24.0
Fwd: 21.0		 2.81 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.2 6.1 6.9 6.5
WST
$271.04
Healthcare		 40.1
Fwd: 34.8		 4.28 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.4 7.7 7.0 6.4
PH
$844.01
Industrials		 30.1
Fwd: 25.9		 3.50 0.75
1.1		 27.3%
18.2%		 $26.75
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: +0.2% 4.0 7.1 8.0 6.5 6.4
SHOP
$152.41
Technology		 111.6
Fwd: 83.2		 5.20 0.09
3.9		 15.7%
16.6%		 $1.46
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.6 8.3 5.9 6.4
SOFI
$28.21
Financial		 51.0
Fwd: 46.7		 1.78 0.32
4.9		 8.6%
14.4%		 $1.30
4.6%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 5.5 5.5 8.2 5.1 6.4
ELF
$73.74
Consumer Defensive		 52.3
Fwd: 21.1		 5.91 0.80
2.7		 8.8%
5.9%		 $2.50
3.4%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 5.4 8.7 8.2 6.3
ILMN
$121.90
Healthcare		 27.3
Fwd: 24.4		 2.52 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 5.7 7.8 6.7 4.8 6.3
AVGO
$349.43
Technology		 89.3
Fwd: 37.5		 2.52 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 4.7 7.2 6.5 7.2 6.3
PWR
$445.01
Industrials		 66.0
Fwd: 35.8		 3.90 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.6 5.5 8.2 7.7 6.3
BR
$221.72
Technology		 28.4
Fwd: 21.7		 2.95 1.32
0.9		 38.2%
13.1%		 $11.04
5.0%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.0 5.8 7.1 6.2
IR
$77.50
Industrials		 57.5
Fwd: 21.7		 9.66 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 5.2 8.4 7.0 6.2
EPAM
$175.30
Technology		 26.8
Fwd: 14.0		 3.09 0.04
3.0		 10.2%
7.0%		 $7.36
4.2%		 15.6% 11.6% EPS: -0.3% | Sales: +14.3% 4.7 6.6 6.2 8.2 6.2
JKHY
$160.80
Technology		 24.4
Fwd: 23.1		 3.75 0.01
1.1		 23.4%
19.9%		 $8.20
5.1%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 4.4 8.8 5.8 7.0 6.2
FITB
$42.87
Financial		 12.8
Fwd: 12.0		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 6.0 4.8 3.8 6.2
SBUX
$85.57
Consumer Cyclical		 52.5
Fwd: 28.2		 2.77 N/A
0.7		 N/A
5.0%		 $2.15
2.5%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.7 6.2 6.8 7.3 6.2
DOCU
$69.70
Technology		 52.6
Fwd: 17.2		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 8.1 6.3 6.5 6.1
DAL
$58.88
Industrials		 8.3
Fwd: 8.2		 0.84 1.11
0.4		 28.5%
7.4%		 $4.71
8.0%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.1 4.7 4.5 6.1
POOL
$252.01
Industrials		 23.0
Fwd: 21.7		 4.82 1.01
2.6		 29.2%
7.8%		 $10.59
4.2%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.4 7.3 6.4 6.1
CMI
$473.34
Industrials		 24.6
Fwd: 18.7		 2.16 0.63
1.8		 23.8%
7.9%		 $16.53
3.5%		 7.7% 14.4% EPS: +53.4% | Sales: -1.8% 6.7 6.0 5.8 5.5 6.1
MAR
$291.16
Consumer Cyclical		 30.8
Fwd: 25.8		 2.91 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.2 6.2 6.9 5.5 6.1
FSLR
$267.64
Technology		 20.6
Fwd: 11.9		 0.64 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.8 4.3 4.6 6.0
ISRG
$560.00
Healthcare		 74.1
Fwd: 57.8		 4.95 0.00
4.7		 16.9%
28.6%		 $6.41
1.1%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.2 7.3 6.0 6.0
SPGI
$496.42
Financial		 36.1
Fwd: 25.1		 2.99 0.36
1.0		 12.6%
28.1%		 $18.03
3.6%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.2 6.8 6.3 8.3 6.0
AWI
$188.71
Industrials		 27.0
Fwd: 22.4		 1.85 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 7.7 4.2 6.0 6.0
HLT
$273.32
Consumer Cyclical		 39.6
Fwd: 30.1		 2.91 N/A
0.7		 N/A
14.2%		 $10.28
3.8%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 4.4 7.8 6.2 6.5 6.0
PANW
$212.29
Technology		 132.7
Fwd: 49.2		 9.83 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 8.2 5.8 8.2 6.0
BABA
$166.34
Consumer Cyclical		 19.4
Fwd: 17.4		 2.20 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 5.6 5.1 5.9 7.7 6.0
CINF
$164.64
Financial		 12.2
Fwd: 19.4		 1.95 0.06
0.6		 14.5%
17.6%		 $17.90
10.9%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.8 4.2 7.1 6.0
TMO
$572.41
Healthcare		 33.1
Fwd: 23.3		 4.44 0.70
1.5		 13.1%
15.0%		 $16.27
2.8%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 5.6 7.0 6.9 5.9
PSA
$278.05
Real Estate		 28.9
Fwd: 26.7		 23.30 1.08
1.7		 20.0%
35.4%		 $16.69
6.0%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 6.5 8.3 6.8 5.9
LIN
$420.51
Basic Materials		 28.2
Fwd: 23.5		 3.49 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.1 6.2 7.6 5.5 5.8
RSG
$205.59
Industrials		 30.6
Fwd: 28.1		 3.93 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.0 5.7 7.2 6.3 5.8
CDNS
$325.05
Technology		 83.9
Fwd: 40.3		 5.22 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.7 5.4 8.8 5.8
FAST
$40.85
Industrials		 38.3
Fwd: 33.6		 3.83 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.1 5.3 8.5 5.8
GD
$346.34
Industrials		 22.4
Fwd: 20.2		 1.99 0.40
1.4		 17.8%
8.2%		 $17.82
5.1%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 7.2 4.2 5.8 5.8
CTSH
$73.20
Technology		 17.0
Fwd: 13.1		 1.95 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.9 4.0 5.8 5.8
WPM
$99.06
Basic Materials		 57.1
Fwd: 30.8		 1.76 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 5.5 6.7 8.0 0.5 5.8
MCO
$487.98
Financial		 39.2
Fwd: 30.0		 2.93 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.6 5.2 6.8 5.8
ICE
$149.00
Financial		 27.1
Fwd: 19.9		 2.40 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 6.1 5.3 6.9 5.8
TDG
$1284.76
Industrials		 42.6
Fwd: 31.9		 3.83 N/A
3.1		 N/A
20.4%		 $33.83
2.6%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.8 5.5 7.2 6.3 5.8
DIS
$110.74
Communication Services		 17.4
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 8.5 5.7 4.3 5.2 5.7
JNJ
$186.57
Healthcare		 18.0
Fwd: 16.2		 2.44 0.58
1.1		 33.6%
27.3%		 $8.13
4.4%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 6.2 8.3 4.2 5.7 5.7
MS
$162.36
Financial		 16.7
Fwd: 15.4		 1.26 3.92
1.6		 15.2%
13.8%		 $6.51
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 5.0 5.1 3.9 5.7
XYL
$151.31
Industrials		 38.9
Fwd: 27.3		 2.98 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 4.4 5.7 6.3 6.3 5.6
HIMS
$41.03
Healthcare		 75.9
Fwd: 55.2		 3.43 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 3.3 4.4 7.5 6.0 5.6
VRSK
$214.66
Industrials		 32.8
Fwd: 28.0		 3.71 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 4.9 7.5 5.0 5.6
GGG
$81.65
Industrials		 27.9
Fwd: 25.7		 3.66 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.0 8.8 5.1 6.3 5.6
CHD
$86.86
Consumer Defensive		 27.4
Fwd: 23.2		 5.36 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.9 5.6 7.2 5.6
CHKP
$200.29
Technology		 21.9
Fwd: 19.0		 2.65 0.00
1.2		 34.2%
37.6%		 $10.93
5.5%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.6 9.8 4.0 5.2 5.6
PAYX
$111.96
Technology		 25.1
Fwd: 19.0		 3.25 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.8 4.1 8.1 5.6
MKTX
$167.27
Financial		 28.1
Fwd: 20.7		 3.48 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.9 8.6 5.0 6.6 5.6
CELH
$41.52
Consumer Defensive		 437.1
Fwd: 27.8		 7.37 0.29
1.8		 3.1%
1.1%		 $0.82
2.0%		 78.3% 54.3% EPS: -64.7% | Sales: +55.1% 3.2 4.6 8.4 6.4 5.5
ETN
$373.77
Industrials		 37.4
Fwd: 27.2		 2.94 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 4.4 6.2 6.6 4.3 5.5
TYL
$463.43
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 6.9 5.5 7.5 5.5
ENPH
$30.22
Technology		 20.9
Fwd: 14.4		 11.81 1.24
2.0		 20.3%
12.9%		 $1.66
5.5%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.7 5.3 6.7 5.5
WDAY
$225.17
Technology		 104.1
Fwd: 21.3		 4.87 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 5.7 5.3 8.4 5.5
O
$56.87
Real Estate		 53.2
Fwd: 36.9		 2.97 0.74
2.2		 2.5%
17.1%		 $3.99
7.0%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 3.9 5.3 6.2 7.9 5.5
SBAC
$197.40
Real Estate		 24.9
Fwd: 22.3		 2.70 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.5 8.2 3.4 5.5
LMT
$458.35
Industrials		 25.6
Fwd: 15.6		 2.15 3.59
1.1		 62.8%
5.7%		 $19.85
4.3%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 7.1 4.7 4.2 6.2 5.5
NOC
$568.61
Industrials		 20.4
Fwd: 19.7		 3.32 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.7 3.9 6.5 6.0 5.4
MLM
$610.64
Basic Materials		 32.2
Fwd: 28.2		 2.74 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.1 5.0 6.4 6.8 5.4
TRMB
$78.90
Technology		 53.7
Fwd: 22.9		 4.63 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 5.7 6.0 5.6 5.4
BSX
$100.02
Healthcare		 53.5
Fwd: 28.8		 3.31 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.3 6.3 5.4 6.1 5.4
BLK
$1082.20
Financial		 28.1
Fwd: 20.0		 2.32 0.27
4.0		 12.6%
25.9%		 $24.65
2.3%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.9 4.7 6.3 5.4
LHX
$290.66
Industrials		 31.2
Fwd: 23.4		 11.07 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 4.6 6.2 6.9 5.4
MSI
$390.75
Technology		 31.4
Fwd: 24.0		 3.74 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.3 5.8 6.3 5.4
NDAQ
$87.24
Financial		 31.1
Fwd: 23.1		 2.18 0.80
1.0		 14.1%
19.9%		 $3.67
4.2%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 5.4 6.3 4.8 5.4 5.4
ON
$47.83
Technology		 62.4
Fwd: 16.5		 70.93 0.46
5.2		 3.9%
5.2%		 $3.40
7.1%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 5.1 6.5 4.0 5.3
EXR
$133.18
Real Estate		 29.8
Fwd: 27.3		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
5.9%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 5.1 5.5 8.3 5.3
NKE
$61.09
Consumer Cyclical		 31.3
Fwd: 24.5		 2.63 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.5 6.3 4.2 6.5 5.3
SLB
$36.66
Energy		 14.2
Fwd: 12.4		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 5.9 4.8 3.8 5.3
AME
$196.29
Industrials		 31.0
Fwd: 24.6		 3.93 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.1 7.3 5.3 4.9 5.2
XOM
$117.22
Energy		 17.0
Fwd: 15.8		 3.56 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.5 6.0 6.2 3.8 5.2
TSLA
$429.52
Consumer Cyclical		 287.0
Fwd: 194.3		 32.39 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 5.4 6.7 7.5 5.2
SAP
$251.96
Technology		 37.7
Fwd: 30.2		 1.34 0.21
1.1		 16.3%
19.5%		 $6.33
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 7.9 7.6 4.4 0.5 5.2
CME
$276.50
Financial		 26.8
Fwd: 23.9		 4.20 0.13
1.0		 13.3%
58.1%		 $11.33
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.3 6.2 5.9 5.2
DDOG
$191.24
Technology		 647.8
Fwd: 83.1		 41.08 0.37
3.6		 3.5%
3.3%		 $2.70
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.6% 2.0 5.5 6.2 6.5 5.2
RTX
$176.97
Industrials		 36.3
Fwd: 26.0		 3.65 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.1 4.5 5.8 6.3 5.2
TDY
$513.17
Technology		 29.7
Fwd: 21.7		 3.33 0.24
1.8		 8.1%
13.6%		 $22.11
4.3%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.5 6.5 4.2 7.0 5.1
QCOM
$170.89
Technology		 34.9
Fwd: 13.5		 17.13 0.74
2.8		 23.3%
12.5%		 $11.97
7.0%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.7 4.5 5.7 5.1
GATX
$155.08
Industrials		 18.1
Fwd: 15.9		 1.93 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.5 4.7 4.5 5.1
TJX
$144.61
Consumer Cyclical		 33.0
Fwd: 28.5		 3.48 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 6.9 5.0 4.9 5.1
VMC
$287.30
Basic Materials		 34.1
Fwd: 29.2		 2.39 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 4.4 5.5 4.7 6.9 5.1
MCD
$299.66
Consumer Cyclical		 25.6
Fwd: 22.6		 3.69 N/A
1.0		 N/A
32.0%		 $10.35
3.5%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.2 4.8 5.5 5.1
UNP
$221.48
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 5.7 4.9 2.5 5.1
EW
$83.39
Healthcare		 35.5
Fwd: 29.1		 3.61 0.07
4.0		 13.6%
23.5%		 $1.39
1.7%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.3 7.3 4.7 4.3 5.0
VRSN
$241.97
Technology		 28.2
Fwd: 24.6		 3.28 N/A
0.5		 N/A
49.9%		 $10.85
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.7 7.5 4.3 4.9 5.0
CAT
$563.10
Industrials		 28.9
Fwd: 25.4		 4.52 2.01
1.4		 46.3%
14.3%		 $16.15
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 5.3 6.8 4.1 5.0
ROST
$161.08
Consumer Cyclical		 25.6
Fwd: 23.4		 4.35 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.0 5.0 5.1 5.0
WMT
$102.59
Consumer Defensive		 38.7
Fwd: 34.9		 4.10 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.7 5.8 6.8 5.0
CSGP
$67.52
Real Estate		 1313.6
Fwd: 47.4		 37.45 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 5.8 6.2 8.4 5.0
SHW
$340.16
Basic Materials		 33.2
Fwd: 27.1		 4.27 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.4 6.8 6.5 5.0
AXON
$602.51
Industrials		 190.7
Fwd: 78.7		 10.91 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.5 8.8 4.6 5.0
TXN
$160.55
Technology		 29.3
Fwd: 26.4		 2.38 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.4 4.2 3.3 5.0
ROK
$373.49
Industrials		 48.8
Fwd: 27.9		 3.83 0.97
2.4		 24.2%
10.4%		 $12.08
3.2%		 5.7% -2.6% EPS: -3.3% | Sales: +1.0% 3.8 7.1 5.0 4.7 5.0
COF
$217.82
Financial		 92.4
Fwd: 10.4		 4.22 0.45
2.1		 1.5%
1.7%		 $32.80
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 5.8 4.7 6.0 4.9
KO
$70.55
Consumer Defensive		 23.4
Fwd: 21.9		 3.74 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 5.1 4.1 6.3 4.9
HEI
$323.02
Industrials		 70.8
Fwd: 60.7		 4.06 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 6.6 5.5 7.2 4.9
HOLX
$74.10
Healthcare		 29.8
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.14
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.2 6.2 4.8 4.6 4.9
UPS
$95.95
Industrials		 14.8
Fwd: 13.4		 12.89 1.85
1.3		 33.7%
6.2%		 $5.19
5.4%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.2 4.9 5.8 4.8
AMT
$177.95
Real Estate		 28.4
Fwd: 25.6		 1.89 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.7 2.6 4.8 3.6 4.8
EA
$200.60
Communication Services		 58.6
Fwd: 21.6		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 7.4 4.4 5.0 4.8
COP
$86.83
Energy		 12.3
Fwd: 13.6		 6.08 0.36
1.3		 15.4%
14.8%		 $5.68
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +8.4% 3.9 5.9 4.6 6.1 4.8
WM
$201.92
Industrials		 31.8
Fwd: 24.3		 3.40 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.1 3.0 6.0 5.2 4.8
ABBV
$219.16
Healthcare		 165.4
Fwd: 15.3		 10.06 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 4.1 5.5 5.8 4.8
FIS
$64.78
Technology		 204.0
Fwd: 10.2		 20.99 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 4.7 5.5 3.9 4.8
CMCSA
$27.35
Communication Services		 4.5
Fwd: 6.5		 2.97 1.02
0.9		 24.7%
18.3%		 $5.76
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.2 6.1 3.7 5.7 4.8
PEP
$142.95
Consumer Defensive		 27.2
Fwd: 16.7		 7.79 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.5 5.9 6.4 4.8
MKC
$65.04
Consumer Defensive		 22.5
Fwd: 20.4		 4.13 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 5.5 4.2 6.5 4.7
IEX
$167.96
Industrials		 26.6
Fwd: 20.0		 5.47 0.48
2.9		 12.2%
14.0%		 $7.80
4.6%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 6.4 4.3 5.0 4.7
HD
$371.11
Consumer Cyclical		 25.2
Fwd: 22.8		 4.86 5.75
1.1		 193.9%
8.9%		 $14.30
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.1 5.1 5.8 4.7
ATEN
$17.23
Technology		 25.2
Fwd: 18.1		 3.71 1.11
3.6		 23.9%
17.8%		 $1.00
5.8%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.5 6.5 4.5 3.1 4.7
DHR
$209.94
Healthcare		 43.2
Fwd: 25.0		 5.81 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 5.7 4.3 5.5 4.6
QSR
$67.74
Consumer Cyclical		 24.1
Fwd: 16.9		 2.58 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.1 2.0 4.8 6.0 4.6
SYK
$356.03
Healthcare		 46.8
Fwd: 23.8		 4.20 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 6.0 4.8 3.8 4.6
ROP
$447.05
Technology		 30.8
Fwd: 20.7		 3.60 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.7 5.8 4.3 3.5 4.6
ORCL
$239.26
Technology		 55.4
Fwd: 29.9		 2.54 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 5.8 2.3 4.3 5.9 4.5
HON
$194.07
Industrials		 20.4
Fwd: 19.0		 3.45 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.0 4.2 3.9 4.5
EMR
$129.49
Industrials		 32.0
Fwd: 18.3		 3.77 0.65
0.9		 10.9%
12.7%		 $4.74
3.7%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 4.3 6.0 4.0 4.2 4.5
ITW
$245.49
Industrials		 23.8
Fwd: 21.9		 33.09 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 5.5 4.4 4.1 4.4
KEYS
$180.87
Technology		 57.6
Fwd: 23.3		 4.85 0.49
3.6		 10.0%
10.4%		 $8.23
4.6%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 6.1 3.5 5.8 4.4
MDT
$92.20
Healthcare		 25.5
Fwd: 15.2		 4.31 0.60
2.0		 9.7%
13.6%		 $4.13
4.5%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.9 4.0 4.4 4.4
ECL
$256.13
Basic Materials		 36.8
Fwd: 30.2		 2.79 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 3.9 5.4 4.8 3.1 4.4
APD
$259.74
Basic Materials		 N/A
Fwd: 18.6		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -39.5% | Sales: -0.5% 5.2 3.3 4.7 3.2 4.4
BRK-B
$499.06
Financial		 16.0
Fwd: 23.0		 16.45 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.6 3.8 6.0 4.3
DLR
$169.89
Real Estate		 43.9
Fwd: 103.1		 4.87 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 4.0 6.0 5.8 4.2
KMI
$26.55
Energy		 21.8
Fwd: 19.4		 2.50 1.06
0.6		 8.9%
16.6%		 $1.12
4.2%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.3 4.3 4.8 2.8 4.2
ENB
$47.71
Energy		 23.5
Fwd: 20.8		 3.15 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 4.0 3.9 4.8 2.9 4.1
TRI
$137.57
Industrials		 35.4
Fwd: 30.9		 3.51 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 3.7 7.0 4.2 0.5 4.0
UL
$61.47
Consumer Defensive		 25.2
Fwd: 17.0		 3.39 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.5 6.1 3.6 0.5 4.0
ODD
$38.97
Technology		 21.8
Fwd: 17.4		 1.17 0.07
6.3		 30.4%
14.7%		 $2.33
6.0%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.8 9.8 10.0 7.9 9.5
ADBE
$326.95
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.93
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.6 9.0 9.2 9.3
EXEL
$40.81
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 8.8 8.2 9.3
APPF
$251.80
Technology		 45.2
Fwd: 39.5		 1.97 0.08
2.9		 44.7%
22.5%		 $5.89
2.3%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.4 9.5 9.5 9.3 9.2
ASML
$1016.96
Technology		 38.1
Fwd: 33.5		 1.68 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.5 8.6 9.1 9.2
MEDP
$589.15
Healthcare		 41.2
Fwd: 35.5		 3.03 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 4.3 9.7 10.0 9.3 9.1
DECK
$81.77
Consumer Cyclical		 12.1
Fwd: 11.9		 1.72 0.14
3.1		 43.3%
19.4%		 $6.72
8.2%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.1 9.2 9.5 9.0
PGR
$217.27
Financial		 11.9
Fwd: 13.2		 2.22 0.19
0.7		 34.2%
12.6%		 $29.09
13.4%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.4 9.5 9.4 9.0
QLYS
$149.73
Technology		 29.0
Fwd: 20.3		 3.42 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 4.8 9.9 9.2 7.8 9.0
CPRX
$21.39
Healthcare		 12.5
Fwd: 12.1		 1.18 0.00
6.6		 27.5%
37.6%		 $1.91
8.9%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.5 9.5 9.2 6.8 9.0
PAYC
$162.15
Technology		 20.2
Fwd: 16.1		 1.87 0.05
1.1		 28.6%
22.6%		 $6.78
4.2%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.0 8.2 9.8 8.9
NVDA
$188.15
Technology		 53.5
Fwd: 28.2		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.3 9.2 8.8 8.9 8.9
RMD
$251.49
Healthcare		 25.7
Fwd: 20.8		 2.26 0.14
2.9		 25.4%
27.4%		 $12.11
4.8%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 9.1 8.9 9.1 8.8
DUOL
$201.21
Technology		 25.6
Fwd: 45.3		 0.60 0.07
2.8		 36.2%
40.0%		 $7.74
3.8%		 60.3% N/A EPS: +318.9% | Sales: +39.9% 8.9 9.1 8.4 7.5 8.7
ANET
$134.65
Technology		 51.2
Fwd: 40.2		 2.44 0.00
3.2		 31.7%
39.7%		 $3.21
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.5 9.7 6.6 8.7
MANH
$177.61
Technology		 50.5
Fwd: 32.7		 5.69 0.15
1.3		 73.6%
20.2%		 $5.53
3.1%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 9.2 6.1 8.7
PCTY
$141.88
Technology		 35.5
Fwd: 17.4		 3.52 0.12
1.0		 20.4%
13.8%		 $7.33
5.2%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.5 8.8 9.2 9.1 8.5
NSSC
$42.14
Industrials		 34.3
Fwd: 27.5		 2.06 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 5.6 9.1 8.9 7.9 8.5
GOOGL
$278.83
Communication Services		 27.5
Fwd: 25.0		 1.65 0.11
1.8		 35.5%
32.2%		 $6.09
2.2%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 8.7 7.8 8.6 8.4
DOCS
$54.29
Healthcare		 46.6
Fwd: 31.6		 4.29 0.01
6.4		 24.2%
39.9%		 $1.53
2.8%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 9.4 9.8 7.2 8.4
ABNB
$120.88
Consumer Cyclical		 29.2
Fwd: 25.1		 2.60 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 5.7 9.8 8.6 5.1 8.4
PINS
$27.09
Communication Services		 9.4
Fwd: 13.5		 0.45 0.04
8.4		 51.5%
49.0%		 $1.66
6.1%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.1 7.4 5.9 8.3
CHKP
$200.29
Technology		 21.9
Fwd: 19.0		 2.65 0.00
1.2		 34.2%
37.6%		 $10.93
5.5%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.6 9.8 6.5 5.2 8.3
YOU
$36.08
Technology		 18.9
Fwd: 28.1		 N/A 0.77
0.9		 130.9%
21.0%		 $2.21
6.1%		 32.0% N/A EPS: +135.7% | Sales: +17.8% 6.2 9.2 8.7 5.5 8.3
FTNT
$81.79
Technology		 33.7
Fwd: 28.1		 3.12 1.35
1.0		 228.0%
28.6%		 $2.65
3.2%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 8.3 9.2 9.4 8.3
MSFT
$496.82
Technology		 35.4
Fwd: 26.5		 2.00 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.3 7.6 9.1 8.2
META
$621.71
Communication Services		 27.5
Fwd: 20.9		 2.28 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.6 8.1 8.4 8.2
V
$336.02
Financial		 33.2
Fwd: 23.2		 2.68 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 4.2 9.4 9.0 6.1 8.2
DXCM
$55.00
Healthcare		 30.6
Fwd: 22.1		 1.37 0.94
1.6		 30.6%
16.0%		 $2.72
5.0%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.9 7.9 9.5 8.8 8.2
FICO
$1740.00
Technology		 65.5
Fwd: 34.8		 2.63 N/A
0.8		 N/A
32.8%		 $32.07
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.5 8.6 7.8 8.2 8.2
QFIN
$22.28
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.3 7.7 7.4 8.1
BKNG
$4940.00
Consumer Cyclical		 32.1
Fwd: 18.6		 1.82 N/A
1.3		 N/A
19.4%		 $257.96
5.2%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 8.7 7.2 6.9 8.1
DT
$47.22
Technology		 28.3
Fwd: 25.7		 1.87 0.03
1.5		 20.6%
27.3%		 $1.58
3.3%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.4 8.4 7.9 7.6 8.1
ACAD
$22.57
Healthcare		 14.5
Fwd: 30.7		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
5.2%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.1 7.9 5.7 8.1
CARG
$33.34
Consumer Cyclical		 26.9
Fwd: 13.4		 1.36 0.45
3.0		 29.2%
14.1%		 $2.31
6.9%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 8.3 9.0 6.9 5.2 8.1
PYPL
$66.22
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 8.0 8.0 8.0 8.1
IDXX
$708.45
Healthcare		 56.2
Fwd: 49.3		 3.65 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 8.9 8.4 7.7 8.1
LRCX
$159.35
Technology		 35.1
Fwd: 28.6		 2.41 0.44
2.2		 62.3%
29.7%		 $4.42
2.8%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.0 8.4 4.9 8.1
NFLX
$1103.66
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.3 7.9 8.0 8.1
MPWR
$958.26
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.3 8.3 8.0 7.4 8.0
ADP
$254.16
Technology		 25.1
Fwd: 21.2		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 8.6 7.5 7.3 8.0
KLAC
$1193.37
Technology		 37.5
Fwd: 28.6		 3.39 1.22
2.6		 99.2%
33.8%		 $29.47
2.5%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 8.5 8.8 7.1 8.0
EXLS
$39.54
Technology		 26.8
Fwd: 18.1		 1.77 0.46
2.9		 26.0%
11.9%		 $1.81
4.6%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.8 8.9 7.9 8.0
JKHY
$160.80
Technology		 24.4
Fwd: 23.1		 3.75 0.01
1.1		 23.4%
19.9%		 $8.20
5.1%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 4.4 8.9 7.2 7.0 8.0
LRN
$72.01
Consumer Defensive		 11.1
Fwd: 9.2		 0.87 0.38
6.8		 23.0%
12.8%		 $8.61
12.0%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 8.3 9.5 4.7 8.0
ADSK
$297.18
Technology		 61.6
Fwd: 26.3		 3.89 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.1 8.9 8.9 8.0
AMAT
$230.07
Technology		 27.4
Fwd: 24.1		 3.48 0.35
2.5		 35.6%
23.9%		 $7.31
3.2%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.9 8.7 8.0 6.9 8.0
MA
$551.97
Financial		 35.3
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.8 8.0 6.7 7.9
MNST
$69.73
Consumer Defensive		 43.5
Fwd: 31.8		 3.05 0.00
3.5		 24.1%
20.5%		 $1.90
2.7%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 3.3 8.8 8.2 7.5 7.9
INTU
$648.85
Technology		 47.3
Fwd: 24.7		 3.37 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.5 8.1 7.9 8.9 7.8
ZM
$81.69
Technology		 21.5
Fwd: 13.8		 5.16 0.01
4.4		 13.6%
25.0%		 $6.17
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 8.5 8.7 6.7 7.8
REGN
$657.53
Healthcare		 15.7
Fwd: 15.4		 4.51 0.09
4.1		 15.2%
32.1%		 $40.17
6.1%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 8.3 8.0 8.4 7.8
VEEV
$294.86
Healthcare		 60.5
Fwd: 34.9		 4.28 0.01
5.6		 13.7%
27.3%		 $8.10
2.7%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 8.4 8.4 7.7 7.7
PTC
$176.11
Technology		 28.7
Fwd: 20.5		 3.79 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 8.0 8.2 7.8 7.7
PANW
$212.29
Technology		 132.7
Fwd: 49.2		 9.83 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 8.4 7.2 8.2 7.7
HALO
$68.24
Healthcare		 14.3
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.5 7.3 8.7 7.0 7.6
MCO
$487.98
Financial		 39.2
Fwd: 30.0		 2.93 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.6 6.8 6.8 7.6
ROL
$58.61
Consumer Cyclical		 55.0
Fwd: 46.7		 4.49 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.6 8.9 7.4 7.6
SCHW
$95.24
Financial		 22.3
Fwd: 17.1		 0.85 0.56
1.2		 17.0%
28.6%		 $21.69
22.8%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 7.8 7.0 6.5 7.6
NOW
$861.87
Technology		 104.2
Fwd: 42.2		 5.04 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 8.2 8.6 7.5 7.6
GGG
$81.65
Industrials		 27.9
Fwd: 25.7		 3.66 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.0 8.8 6.5 6.3 7.6
BMI
$187.87
Technology		 40.0
Fwd: 34.5		 3.62 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.5 8.5 8.8 4.7 7.6
MKTX
$167.27
Financial		 28.1
Fwd: 20.7		 3.48 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.9 8.6 6.5 6.6 7.6
LULU
$166.13
Consumer Cyclical		 11.4
Fwd: 13.1		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.7%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 7.6 8.2 7.7 7.5
DPZ
$410.18
Consumer Cyclical		 24.0
Fwd: 21.0		 2.81 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.2 7.2 6.9 7.5
WRB
$74.97
Financial		 15.8
Fwd: 16.1		 2.46 0.32
0.4		 20.9%
13.0%		 $8.64
11.5%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.4 7.9 8.7 7.0 7.5
DOCU
$69.70
Technology		 52.6
Fwd: 17.2		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 8.3 7.3 6.5 7.5
GILD
$118.84
Healthcare		 18.4
Fwd: 13.7		 0.70 1.16
1.5		 40.6%
27.9%		 $7.55
6.4%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 9.5 8.0 6.3 4.5 7.5
CTAS
$185.07
Industrials		 41.1
Fwd: 34.5		 3.92 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.1 8.2 7.6 7.5
USLM
$115.70
Basic Materials		 25.4
Fwd: 23.9		 2.23 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.5 8.0 8.2 7.0 7.5
MLI
$107.09
Industrials		 16.0
Fwd: 13.9		 N/A 0.01
4.8		 26.1%
18.1%		 $6.10
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.2 8.4 4.5 7.5
CINF
$164.64
Financial		 12.2
Fwd: 19.4		 1.95 0.06
0.6		 14.5%
17.6%		 $17.90
10.9%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 8.0 5.8 7.1 7.5
APH
$139.09
Technology		 46.4
Fwd: 35.6		 1.39 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.1 7.5 7.5 7.2 7.4
APP
$619.93
Communication Services		 78.1
Fwd: 42.5		 1.26 2.38
3.2		 230.7%
49.3%		 $9.92
1.6%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 6.9 7.0 10.0 7.6 7.4
CDNS
$325.05
Technology		 83.9
Fwd: 40.3		 5.22 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.9 6.8 8.8 7.4
JNJ
$186.57
Healthcare		 18.0
Fwd: 16.2		 2.44 0.58
1.1		 33.6%
27.3%		 $8.13
4.4%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 6.2 8.3 5.5 5.7 7.4
PAYX
$111.96
Technology		 25.1
Fwd: 19.0		 3.25 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.9 6.1 8.1 7.4
CB
$287.55
Financial		 12.0
Fwd: 10.9		 1.44 0.31
0.4		 14.1%
16.5%		 $37.34
13.0%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 7.5 7.6 6.2 7.4
COST
$922.74
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.8 9.0 8.9 7.4
CTSH
$73.20
Technology		 17.0
Fwd: 13.1		 1.95 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 8.1 5.6 5.8 7.4
AAPL
$268.47
Technology		 36.0
Fwd: 29.8		 3.59 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.2 7.5 5.3 7.4
ZTS
$120.24
Healthcare		 20.3
Fwd: 17.6		 2.51 1.35
3.6		 49.9%
28.2%		 $5.08
4.2%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 7.6 7.1 7.7 7.4
ABT
$126.36
Healthcare		 15.8
Fwd: 22.3		 1.53 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 7.7 6.8 6.0 7.3
CRM
$239.88
Technology		 34.8
Fwd: 18.9		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.1 7.3 7.3 8.7 7.3
TSM
$286.50
Technology		 29.4
Fwd: 23.0		 0.97 0.19
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 8.5 8.0 0.5 7.3
TT
$434.50
Industrials		 33.4
Fwd: 29.4		 2.34 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 7.7 7.2 7.0 7.3
FAST
$40.85
Industrials		 38.3
Fwd: 33.6		 3.83 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 7.8 6.3 8.5 7.2
HOOD
$130.36
Financial		 54.1
Fwd: 53.6		 2.47 2.27
1.2		 27.8%
51.9%		 N/A
N/A		 60.7% N/A EPS: +315.2% | Sales: +73.5% 4.1 8.4 7.9 4.2 7.2
ULTA
$517.79
Consumer Cyclical		 19.9
Fwd: 19.1		 3.42 0.88
1.4		 48.5%
10.3%		 $21.23
4.1%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 7.6 8.0 6.9 7.2
LOW
$233.16
Consumer Cyclical		 19.2
Fwd: 17.6		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 7.8 7.4 5.4 7.2
AVGO
$349.43
Technology		 89.3
Fwd: 37.5		 2.52 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 4.7 7.4 7.6 7.2 7.1
ISRG
$560.00
Healthcare		 74.1
Fwd: 57.8		 4.95 0.00
4.7		 16.9%
28.6%		 $6.41
1.1%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.2 7.0 6.0 7.1
ILMN
$121.90
Healthcare		 27.3
Fwd: 24.4		 2.52 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 5.7 7.9 7.0 4.8 7.1
NVMI
$307.59
Technology		 40.4
Fwd: 32.0		 2.38 0.75
4.6		 23.6%
28.7%		 $7.81
2.5%		 24.5% 35.3% EPS: +51.2% | Sales: +39.4% 6.4 7.2 8.4 6.2 7.1
AXP
$368.54
Financial		 24.8
Fwd: 21.1		 1.98 1.83
7.2		 33.7%
13.2%		 $27.48
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 5.9 7.5 7.1 6.2 7.1
AWI
$188.71
Industrials		 27.0
Fwd: 22.4		 1.85 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 7.5 5.5 6.0 7.1
BMRN
$51.46
Healthcare		 19.3
Fwd: 11.4		 0.58 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 7.2 6.8 4.9 7.1
GWW
$955.04
Industrials		 26.7
Fwd: 21.9		 3.67 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 7.1 8.2 7.9 7.1
HLT
$273.32
Consumer Cyclical		 39.6
Fwd: 30.1		 2.91 N/A
0.7		 N/A
14.2%		 $10.28
3.8%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 4.4 7.8 6.8 6.5 7.1
BR
$221.72
Technology		 28.4
Fwd: 21.7		 2.95 1.32
0.9		 38.2%
13.1%		 $11.04
5.0%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.2 7.0 7.1 7.0
PODD
$319.82
Healthcare		 92.8
Fwd: 52.0		 2.75 0.73
2.9		 19.7%
9.8%		 $5.62
1.8%		 22.9% 98.8% EPS: -40.5% | Sales: +27.1% 3.6 7.1 8.7 8.0 7.0
CPRT
$40.51
Industrials		 25.5
Fwd: 21.4		 2.41 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.1 6.9 7.8 7.7 7.0
ONTO
$139.09
Technology		 34.4
Fwd: 24.4		 4.07 0.01
9.6		 10.5%
19.3%		 $4.87
3.5%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 7.4 8.2 6.3 7.0
QCOM
$170.89
Technology		 34.9
Fwd: 13.5		 17.13 0.74
2.8		 23.3%
12.5%		 $11.97
7.0%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.8 6.7 5.7 7.0
MELI
$2108.60
Consumer Cyclical		 51.5
Fwd: 34.3		 1.64 2.08
1.2		 40.6%
7.9%		 $130.48
6.2%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 6.8 6.4 8.7 8.2 7.0
CMG
$30.59
Consumer Cyclical		 27.0
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 6.9 9.0 7.7 6.9
WST
$271.04
Healthcare		 40.1
Fwd: 34.8		 4.28 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.5 6.9 7.0 6.9
GD
$346.34
Industrials		 22.4
Fwd: 20.2		 1.99 0.40
1.4		 17.8%
8.2%		 $17.82
5.1%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 7.3 5.5 5.8 6.9
SHOP
$152.41
Technology		 111.6
Fwd: 83.2		 5.20 0.09
3.9		 15.7%
16.6%		 $1.46
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.7 7.8 5.9 6.9
SPGI
$496.42
Financial		 36.1
Fwd: 25.1		 2.99 0.36
1.0		 12.6%
28.1%		 $18.03
3.6%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.2 7.0 6.7 8.3 6.8
AMD
$233.54
Technology		 115.4
Fwd: 36.6		 2.74 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 4.4 6.7 7.5 8.1 6.8
TYL
$463.43
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 7.2 6.2 7.5 6.7
EPAM
$175.30
Technology		 26.8
Fwd: 14.0		 3.09 0.04
3.0		 10.2%
7.0%		 $7.36
4.2%		 15.6% 11.6% EPS: -0.3% | Sales: +14.3% 4.7 6.8 6.0 8.2 6.7
DASH
$204.31
Consumer Cyclical		 103.8
Fwd: 57.9		 0.64 0.34
2.0		 10.1%
6.8%		 $4.87
2.4%		 64.7% N/A EPS: +570.4% | Sales: +24.5% 7.8 6.5 7.3 6.0 6.7
PH
$844.01
Industrials		 30.1
Fwd: 25.9		 3.50 0.75
1.1		 27.3%
18.2%		 $26.75
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: +0.2% 4.0 7.2 7.8 6.5 6.7
MTB
$185.86
Financial		 11.4
Fwd: 9.9		 0.90 0.52
0.4		 9.6%
19.8%		 $23.77
12.8%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 6.4 6.2 6.1 6.7
AZO
$3718.26
Consumer Cyclical		 25.7
Fwd: 20.4		 2.12 N/A
0.9		 N/A
13.2%		 $107.62
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 6.4 7.2 7.3 6.7
CHD
$86.86
Consumer Defensive		 27.4
Fwd: 23.2		 5.36 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 7.1 6.2 7.2 6.7
EA
$200.60
Communication Services		 58.6
Fwd: 21.6		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 7.7 5.7 5.0 6.6
LMAT
$86.82
Healthcare		 42.2
Fwd: 34.2		 3.27 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.8 6.8 6.9 7.3 6.6
VRSN
$241.97
Technology		 28.2
Fwd: 24.6		 3.28 N/A
0.5		 N/A
49.9%		 $10.85
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.7 7.5 5.2 4.9 6.6
ENPH
$30.22
Technology		 20.9
Fwd: 14.4		 11.81 1.24
2.0		 20.3%
12.9%		 $1.66
5.5%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.9 6.3 6.7 6.5
FSLR
$267.64
Technology		 20.6
Fwd: 11.9		 0.64 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.8 4.8 4.6 6.5
ORLY
$97.09
Consumer Cyclical		 33.6
Fwd: 29.3		 3.21 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 6.6 6.7 8.2 6.5
TDY
$513.17
Technology		 29.7
Fwd: 21.7		 3.33 0.24
1.8		 8.1%
13.6%		 $22.11
4.3%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.5 6.8 5.7 7.0 6.5
CME
$276.50
Financial		 26.8
Fwd: 23.9		 4.20 0.13
1.0		 13.3%
58.1%		 $11.33
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.5 6.2 5.9 6.5
AME
$196.29
Industrials		 31.0
Fwd: 24.6		 3.93 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.1 7.4 6.3 4.9 6.5
BRO
$78.54
Financial		 23.6
Fwd: 16.7		 2.24 0.65
1.2		 10.5%
18.0%		 $3.81
4.8%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.3 6.1 7.0 8.3 6.4
SAP
$251.96
Technology		 37.7
Fwd: 30.2		 1.34 0.21
1.1		 16.3%
19.5%		 $6.33
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 7.9 7.7 5.7 0.5 6.4
GS
$786.34
Financial		 16.0
Fwd: 14.2		 1.05 5.24
1.3		 13.6%
12.5%		 $190.86
24.3%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 6.5 7.2 3.8 6.4
ICE
$149.00
Financial		 27.1
Fwd: 19.9		 2.40 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 6.4 6.2 6.9 6.3
ROK
$373.49
Industrials		 48.8
Fwd: 27.9		 3.83 0.97
2.4		 24.2%
10.4%		 $12.08
3.2%		 5.7% -2.6% EPS: -3.3% | Sales: +1.0% 3.8 7.3 6.1 4.7 6.3
SBUX
$85.57
Consumer Cyclical		 52.5
Fwd: 28.2		 2.77 N/A
0.7		 N/A
5.0%		 $2.15
2.5%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.7 6.4 6.9 7.3 6.3
ETSY
$59.09
Consumer Cyclical		 41.3
Fwd: 23.3		 5.12 N/A
3.2		 N/A
6.4%		 $6.44
10.9%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.0 6.1 7.5 8.4 6.3
PSA
$278.05
Real Estate		 28.9
Fwd: 26.7		 23.30 1.08
1.7		 20.0%
35.4%		 $16.69
6.0%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 6.8 7.5 6.8 6.3
EW
$83.39
Healthcare		 35.5
Fwd: 29.1		 3.61 0.07
4.0		 13.6%
23.5%		 $1.39
1.7%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.3 7.3 4.8 4.3 6.3
FITB
$42.87
Financial		 12.8
Fwd: 12.0		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 6.4 5.3 3.8 6.2
HEI
$323.02
Industrials		 70.8
Fwd: 60.7		 4.06 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 6.9 6.3 7.2 6.2
WDAY
$225.17
Technology		 104.1
Fwd: 21.3		 4.87 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 6.1 6.1 8.4 6.2
NDAQ
$87.24
Financial		 31.1
Fwd: 23.1		 2.18 0.80
1.0		 14.1%
19.9%		 $3.67
4.2%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 5.4 6.6 5.8 5.4 6.2
OKTA
$85.21
Technology		 100.5
Fwd: 23.6		 7.97 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 6.4 7.3 6.3 6.2
POOL
$252.01
Industrials		 23.0
Fwd: 21.7		 4.82 1.01
2.6		 29.2%
7.8%		 $10.59
4.2%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.4 7.5 6.4 6.2
BSX
$100.02
Healthcare		 53.5
Fwd: 28.8		 3.31 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.3 6.6 5.7 6.1 6.2
NKE
$61.09
Consumer Cyclical		 31.3
Fwd: 24.5		 2.63 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.5 6.3 5.7 6.5 6.2
DIS
$110.74
Communication Services		 17.4
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 8.5 6.1 5.2 5.2 6.1
ROST
$161.08
Consumer Cyclical		 25.6
Fwd: 23.4		 4.35 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 6.8 6.0 5.1 6.1
ELF
$73.74
Consumer Defensive		 52.3
Fwd: 21.1		 5.91 0.80
2.7		 8.8%
5.9%		 $2.50
3.4%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 5.8 7.5 8.2 6.1
SQ
$65.45
Technology		 14.0
Fwd: 19.0		 1.53 0.28
2.0		 14.3%
12.4%		 $1.74
2.7%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 8.1 5.7 6.3 N/A 6.1
CMI
$473.34
Industrials		 24.6
Fwd: 18.7		 2.16 0.63
1.8		 23.8%
7.9%		 $16.53
3.5%		 7.7% 14.4% EPS: +53.4% | Sales: -1.8% 6.7 6.0 6.1 5.5 6.0
TJX
$144.61
Consumer Cyclical		 33.0
Fwd: 28.5		 3.48 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 6.7 6.0 4.9 6.0
VICI
$30.34
Real Estate		 11.5
Fwd: 10.7		 2.57 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 5.9 6.5 7.1 6.0
CSGP
$67.52
Real Estate		 1313.6
Fwd: 47.4		 37.45 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 6.2 6.5 8.4 6.0
CMCSA
$27.35
Communication Services		 4.5
Fwd: 6.5		 2.97 1.02
0.9		 24.7%
18.3%		 $5.76
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.2 6.3 5.2 5.7 6.0
PWR
$445.01
Industrials		 66.0
Fwd: 35.8		 3.90 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.6 5.9 7.4 7.7 6.0
IEX
$167.96
Industrials		 26.6
Fwd: 20.0		 5.47 0.48
2.9		 12.2%
14.0%		 $7.80
4.6%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 6.7 5.2 5.0 6.0
GDDY
$132.03
Technology		 22.8
Fwd: 18.4		 2.10 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.1 5.0 8.1 7.3 5.9
HOLX
$74.10
Healthcare		 29.8
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.14
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.2 6.6 5.1 4.6 5.9
O
$56.87
Real Estate		 53.2
Fwd: 36.9		 2.97 0.74
2.2		 2.5%
17.1%		 $3.99
7.0%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 3.9 5.8 6.5 7.9 5.9
KEYS
$180.87
Technology		 57.6
Fwd: 23.3		 4.85 0.49
3.6		 10.0%
10.4%		 $8.23
4.6%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 6.4 4.6 5.8 5.9
SOFI
$28.21
Financial		 51.0
Fwd: 46.7		 1.78 0.32
4.9		 8.6%
14.4%		 $1.30
4.6%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 5.5 6.0 7.3 5.1 5.9
COF
$217.82
Financial		 92.4
Fwd: 10.4		 4.22 0.45
2.1		 1.5%
1.7%		 $32.80
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 6.2 5.3 6.0 5.9
LIN
$420.51
Basic Materials		 28.2
Fwd: 23.5		 3.49 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.1 6.2 6.8 5.5 5.9
ATEN
$17.23
Technology		 25.2
Fwd: 18.1		 3.71 1.11
3.6		 23.9%
17.8%		 $1.00
5.8%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.5 6.7 5.7 3.1 5.8
MAR
$291.16
Consumer Cyclical		 30.8
Fwd: 25.8		 2.91 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.2 5.9 6.7 5.5 5.8
TMO
$572.41
Healthcare		 33.1
Fwd: 23.3		 4.44 0.70
1.5		 13.1%
15.0%		 $16.27
2.8%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 5.9 6.2 6.9 5.8
RSG
$205.59
Industrials		 30.6
Fwd: 28.1		 3.93 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.0 6.0 6.7 6.3 5.8
BLK
$1082.20
Financial		 28.1
Fwd: 20.0		 2.32 0.27
4.0		 12.6%
25.9%		 $24.65
2.3%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 6.0 4.2 6.3 5.8
EXR
$133.18
Real Estate		 29.8
Fwd: 27.3		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
5.9%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 5.6 6.2 8.3 5.8
SNPS
$393.43
Technology		 30.8
Fwd: 28.0		 3.29 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 5.2 5.4 9.2 5.8
MCD
$299.66
Consumer Cyclical		 25.6
Fwd: 22.6		 3.69 N/A
1.0		 N/A
32.0%		 $10.35
3.5%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.2 5.6 5.5 5.8
SE
$149.94
Consumer Cyclical		 76.1
Fwd: 30.4		 1.55 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 6.8 5.5 6.1 5.9 5.8
IR
$77.50
Industrials		 57.5
Fwd: 21.7		 9.66 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 5.6 7.5 7.0 5.8
JPM
$314.21
Financial		 15.6
Fwd: 14.8		 1.95 3.06
1.1		 16.4%
20.4%		 $16.86
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.6 5.6 6.3 5.4 5.7
ETN
$373.77
Industrials		 37.4
Fwd: 27.2		 2.94 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 4.4 6.2 6.4 4.3 5.7
TXN
$160.55
Technology		 29.3
Fwd: 26.4		 2.38 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.3 4.9 3.3 5.7
DDOG
$191.24
Technology		 647.8
Fwd: 83.1		 41.08 0.37
3.6		 3.5%
3.3%		 $2.70
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.6% 2.0 5.9 6.5 6.5 5.7
XYL
$151.31
Industrials		 38.9
Fwd: 27.3		 2.98 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 4.4 5.8 5.8 6.3 5.7
AMZN
$244.41
Consumer Cyclical		 34.5
Fwd: 31.2		 1.72 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 6.7 4.7 7.8 7.1 5.7
SLB
$36.66
Energy		 14.2
Fwd: 12.4		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 6.1 5.2 3.8 5.7
TRMB
$78.90
Technology		 53.7
Fwd: 22.9		 4.63 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 6.0 5.6 5.6 5.7
DHR
$209.94
Healthcare		 43.2
Fwd: 25.0		 5.81 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 6.1 5.2 5.5 5.7
CPNG
$28.88
Consumer Cyclical		 136.7
Fwd: 55.0		 1.07 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 5.0 6.8 5.7 5.7
TDG
$1284.76
Industrials		 42.6
Fwd: 31.9		 3.83 N/A
3.1		 N/A
20.4%		 $33.83
2.6%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.8 5.8 6.3 6.3 5.7
WPM
$99.06
Basic Materials		 57.1
Fwd: 30.8		 1.76 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 5.5 6.8 6.9 0.5 5.7
TSLA
$429.52
Consumer Cyclical		 287.0
Fwd: 194.3		 32.39 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 5.8 6.8 7.5 5.6
VMC
$287.30
Basic Materials		 34.1
Fwd: 29.2		 2.39 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 4.4 5.6 5.2 6.9 5.6
COP
$86.83
Energy		 12.3
Fwd: 13.6		 6.08 0.36
1.3		 15.4%
14.8%		 $5.68
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +8.4% 3.9 5.9 5.1 6.1 5.6
SYK
$356.03
Healthcare		 46.8
Fwd: 23.8		 4.20 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 6.3 5.5 3.8 5.6
EMR
$129.49
Industrials		 32.0
Fwd: 18.3		 3.77 0.65
0.9		 10.9%
12.7%		 $4.74
3.7%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 4.3 6.2 4.8 4.2 5.6
ROP
$447.05
Technology		 30.8
Fwd: 20.7		 3.60 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.7 6.2 5.2 3.5 5.6
MDT
$92.20
Healthcare		 25.5
Fwd: 15.2		 4.31 0.60
2.0		 9.7%
13.6%		 $4.13
4.5%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 6.2 4.8 4.4 5.5
TRI
$137.57
Industrials		 35.4
Fwd: 30.9		 3.51 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 3.7 7.1 5.7 0.5 5.5
BABA
$166.34
Consumer Cyclical		 19.4
Fwd: 17.4		 2.20 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 5.6 4.9 5.5 7.7 5.5
DAL
$58.88
Industrials		 8.3
Fwd: 8.2		 0.84 1.11
0.4		 28.5%
7.4%		 $4.71
8.0%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.0 4.8 4.5 5.5
WMT
$102.59
Consumer Defensive		 38.7
Fwd: 34.9		 4.10 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.6 5.5 6.8 5.5
MKC
$65.04
Consumer Defensive		 22.5
Fwd: 20.4		 4.13 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 5.6 4.5 6.5 5.4
XOM
$117.22
Energy		 17.0
Fwd: 15.8		 3.56 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.5 6.0 5.7 3.8 5.4
LMT
$458.35
Industrials		 25.6
Fwd: 15.6		 2.15 3.59
1.1		 62.8%
5.7%		 $19.85
4.3%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 7.1 4.8 5.8 6.2 5.4
UNP
$221.48
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 5.7 5.5 2.5 5.3
MLM
$610.64
Basic Materials		 32.2
Fwd: 28.2		 2.74 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.1 5.2 5.3 6.8 5.3
MS
$162.36
Financial		 16.7
Fwd: 15.4		 1.26 3.92
1.6		 15.2%
13.8%		 $6.51
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 5.2 4.5 3.9 5.2
BRK-B
$499.06
Financial		 16.0
Fwd: 23.0		 16.45 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.7 3.8 6.0 5.2
ON
$47.83
Technology		 62.4
Fwd: 16.5		 70.93 0.46
5.2		 3.9%
5.2%		 $3.40
7.1%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 5.5 6.0 4.0 5.2
CELH
$41.52
Consumer Defensive		 437.1
Fwd: 27.8		 7.37 0.29
1.8		 3.1%
1.1%		 $0.82
2.0%		 78.3% 54.3% EPS: -64.7% | Sales: +55.1% 3.2 5.0 7.5 6.4 5.2
VRSK
$214.66
Industrials		 32.8
Fwd: 28.0		 3.71 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.0 7.9 5.0 5.2
LHX
$290.66
Industrials		 31.2
Fwd: 23.4		 11.07 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 4.9 5.7 6.9 5.2
UPS
$95.95
Industrials		 14.8
Fwd: 13.4		 12.89 1.85
1.3		 33.7%
6.2%		 $5.19
5.4%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.2 5.5 5.8 5.2
ITW
$245.49
Industrials		 23.8
Fwd: 21.9		 33.09 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 5.5 6.5 4.1 5.2
UL
$61.47
Consumer Defensive		 25.2
Fwd: 17.0		 3.39 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.5 6.3 5.3 0.5 5.1
MSI
$390.75
Technology		 31.4
Fwd: 24.0		 3.74 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.5 7.0 6.3 5.1
KO
$70.55
Consumer Defensive		 23.4
Fwd: 21.9		 3.74 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 4.9 4.9 6.3 5.1
HIMS
$41.03
Healthcare		 75.9
Fwd: 55.2		 3.43 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 3.3 4.7 6.8 6.0 5.0
HON
$194.07
Industrials		 20.4
Fwd: 19.0		 3.45 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.1 5.5 3.9 4.9
SMCI
$39.76
Technology		 31.8
Fwd: 13.0		 1.64 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.2 4.0 6.0 6.2 4.9
CAT
$563.10
Industrials		 28.9
Fwd: 25.4		 4.52 2.01
1.4		 46.3%
14.3%		 $16.15
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 5.2 7.0 4.1 4.9
ECL
$256.13
Basic Materials		 36.8
Fwd: 30.2		 2.79 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 3.9 5.5 5.2 3.1 4.9
FIS
$64.78
Technology		 204.0
Fwd: 10.2		 20.99 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 5.1 5.4 3.9 4.9
RTX
$176.97
Industrials		 36.3
Fwd: 26.0		 3.65 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.1 4.6 5.2 6.3 4.8
ABBV
$219.16
Healthcare		 165.4
Fwd: 15.3		 10.06 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 4.6 6.2 5.8 4.8
SHW
$340.16
Basic Materials		 33.2
Fwd: 27.1		 4.27 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.5 7.2 6.5 4.8
HD
$371.11
Consumer Cyclical		 25.2
Fwd: 22.8		 4.86 5.75
1.1		 193.9%
8.9%		 $14.30
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.1 6.5 5.8 4.6
NOC
$568.61
Industrials		 20.4
Fwd: 19.7		 3.32 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.7 3.7 6.1 6.0 4.4
DLR
$169.89
Real Estate		 43.9
Fwd: 103.1		 4.87 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 4.3 5.3 5.8 4.3
PEP
$142.95
Consumer Defensive		 27.2
Fwd: 16.7		 7.79 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.7 6.2 6.4 4.3
KMI
$26.55
Energy		 21.8
Fwd: 19.4		 2.50 1.06
0.6		 8.9%
16.6%		 $1.12
4.2%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.3 4.5 5.1 2.8 4.3
ENB
$47.71
Energy		 23.5
Fwd: 20.8		 3.15 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 4.0 4.2 5.1 2.9 4.0
WM
$201.92
Industrials		 31.8
Fwd: 24.3		 3.40 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.1 3.2 6.0 5.2 3.9
SBAC
$197.40
Real Estate		 24.9
Fwd: 22.3		 2.70 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.4 5.7 3.4 3.8
AMT
$177.95
Real Estate		 28.4
Fwd: 25.6		 1.89 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.7 3.1 5.5 3.6 3.8
APD
$259.74
Basic Materials		 N/A
Fwd: 18.6		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -39.5% | Sales: -0.5% 5.2 3.5 4.6 3.2 3.8
CHTR
$219.86
Communication Services		 6.1
Fwd: 5.1		 0.52 6.24
0.4		 34.8%
9.3%		 $16.96
7.7%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.7 1.8 5.8 6.0 3.8
GATX
$155.08
Industrials		 18.1
Fwd: 15.9		 1.93 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.6 4.6 4.5 3.7
ORCL
$239.26
Technology		 55.4
Fwd: 29.9		 2.54 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 5.8 2.5 5.0 5.9 3.6
QSR
$67.74
Consumer Cyclical		 24.1
Fwd: 16.9		 2.58 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.1 2.3 5.5 6.0 3.6
AXON
$602.51
Industrials		 190.7
Fwd: 78.7		 10.91 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.6 6.0 4.6 3.1
EXEL
$40.81
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 9.2 8.2 9.3
ODD
$38.97
Technology		 21.8
Fwd: 17.4		 1.17 0.07
6.3		 30.4%
14.7%		 $2.33
6.0%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.8 9.9 10.0 7.9 9.2
ADBE
$326.95
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.93
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.9 9.3 9.2 9.2
ASML
$1016.96
Technology		 38.1
Fwd: 33.5		 1.68 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.8 8.7 9.1 8.9
PAYC
$162.15
Technology		 20.2
Fwd: 16.1		 1.87 0.05
1.1		 28.6%
22.6%		 $6.78
4.2%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.3 8.2 9.8 8.9
DECK
$81.77
Consumer Cyclical		 12.1
Fwd: 11.9		 1.72 0.14
3.1		 43.3%
19.4%		 $6.72
8.2%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.7 9.1 9.5 8.8
DUOL
$201.21
Technology		 25.6
Fwd: 45.3		 0.60 0.07
2.8		 36.2%
40.0%		 $7.74
3.8%		 60.3% N/A EPS: +318.9% | Sales: +39.9% 8.9 9.2 8.7 7.5 8.8
NVDA
$188.15
Technology		 53.5
Fwd: 28.2		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.3 9.7 8.5 8.9 8.8
HALO
$68.24
Healthcare		 14.3
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.5 8.7 8.9 7.0 8.8
PINS
$27.09
Communication Services		 9.4
Fwd: 13.5		 0.45 0.04
8.4		 51.5%
49.0%		 $1.66
6.1%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.6 7.5 5.9 8.6
QFIN
$22.28
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 9.0 7.5 7.4 8.6
CPRX
$21.39
Healthcare		 12.5
Fwd: 12.1		 1.18 0.00
6.6		 27.5%
37.6%		 $1.91
8.9%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.5 9.2 9.0 6.8 8.6
APPF
$251.80
Technology		 45.2
Fwd: 39.5		 1.97 0.08
2.9		 44.7%
22.5%		 $5.89
2.3%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.4 9.8 9.4 9.3 8.5
GOOGL
$278.83
Communication Services		 27.5
Fwd: 25.0		 1.65 0.11
1.8		 35.5%
32.2%		 $6.09
2.2%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.3 7.6 8.6 8.4
MPWR
$958.26
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.3 9.4 7.7 7.4 8.4
BKNG
$4940.00
Consumer Cyclical		 32.1
Fwd: 18.6		 1.82 N/A
1.3		 N/A
19.4%		 $257.96
5.2%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 9.4 8.0 6.9 8.3
MSFT
$496.82
Technology		 35.4
Fwd: 26.5		 2.00 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.5 7.5 9.1 8.1
GILD
$118.84
Healthcare		 18.4
Fwd: 13.7		 0.70 1.16
1.5		 40.6%
27.9%		 $7.55
6.4%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 9.5 8.1 7.0 4.5 8.1
CARG
$33.34
Consumer Cyclical		 26.9
Fwd: 13.4		 1.36 0.45
3.0		 29.2%
14.1%		 $2.31
6.9%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 8.3 8.7 7.6 5.2 8.0
PGR
$217.27
Financial		 11.9
Fwd: 13.2		 2.22 0.19
0.7		 34.2%
12.6%		 $29.09
13.4%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.3 9.7 9.4 8.0
PYPL
$66.22
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.2 8.0 8.0 7.9
FTNT
$81.79
Technology		 33.7
Fwd: 28.1		 3.12 1.35
1.0		 228.0%
28.6%		 $2.65
3.2%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 9.6 9.2 9.4 7.9
YOU
$36.08
Technology		 18.9
Fwd: 28.1		 N/A 0.77
0.9		 130.9%
21.0%		 $2.21
6.1%		 32.0% N/A EPS: +135.7% | Sales: +17.8% 6.2 9.8 8.9 5.5 7.9
ADP
$254.16
Technology		 25.1
Fwd: 21.2		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 9.6 8.1 7.3 7.9
FICO
$1740.00
Technology		 65.5
Fwd: 34.8		 2.63 N/A
0.8		 N/A
32.8%		 $32.07
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.5 9.4 8.6 8.2 7.9
RMD
$251.49
Healthcare		 25.7
Fwd: 20.8		 2.26 0.14
2.9		 25.4%
27.4%		 $12.11
4.8%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.7 9.1 9.1 7.9
DXCM
$55.00
Healthcare		 30.6
Fwd: 22.1		 1.37 0.94
1.6		 30.6%
16.0%		 $2.72
5.0%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.9 7.5 9.2 8.8 7.8
LRCX
$159.35
Technology		 35.1
Fwd: 28.6		 2.41 0.44
2.2		 62.3%
29.7%		 $4.42
2.8%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.7 8.6 4.9 7.8
LRN
$72.01
Consumer Defensive		 11.1
Fwd: 9.2		 0.87 0.38
6.8		 23.0%
12.8%		 $8.61
12.0%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 7.4 9.2 4.7 7.8
LULU
$166.13
Consumer Cyclical		 11.4
Fwd: 13.1		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.7%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 9.1 7.9 7.7 7.8
NFLX
$1103.66
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.3 7.7 8.0 7.8
QLYS
$149.73
Technology		 29.0
Fwd: 20.3		 3.42 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 4.8 9.9 9.4 7.8 7.8
MEDP
$589.15
Healthcare		 41.2
Fwd: 35.5		 3.03 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 4.3 9.9 10.0 9.3 7.8
DT
$47.22
Technology		 28.3
Fwd: 25.7		 1.87 0.03
1.5		 20.6%
27.3%		 $1.58
3.3%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.4 8.0 7.8 7.6 7.7
TSM
$286.50
Technology		 29.4
Fwd: 23.0		 0.97 0.19
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 8.9 7.7 0.5 7.7
ANET
$134.65
Technology		 51.2
Fwd: 40.2		 2.44 0.00
3.2		 31.7%
39.7%		 $3.21
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.6 9.8 6.6 7.7
ABT
$126.36
Healthcare		 15.8
Fwd: 22.3		 1.53 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 8.3 6.7 6.0 7.7
CHKP
$200.29
Technology		 21.9
Fwd: 19.0		 2.65 0.00
1.2		 34.2%
37.6%		 $10.93
5.5%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.6 9.9 7.5 5.2 7.7
META
$621.71
Communication Services		 27.5
Fwd: 20.9		 2.28 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.7 7.8 8.4 7.6
EXLS
$39.54
Technology		 26.8
Fwd: 18.1		 1.77 0.46
2.9		 26.0%
11.9%		 $1.81
4.6%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.2 8.8 7.9 7.6
AWI
$188.71
Industrials		 27.0
Fwd: 22.4		 1.85 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 8.3 6.3 6.0 7.5
KLAC
$1193.37
Technology		 37.5
Fwd: 28.6		 3.39 1.22
2.6		 99.2%
33.8%		 $29.47
2.5%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.5 8.8 7.1 7.5
NSSC
$42.14
Industrials		 34.3
Fwd: 27.5		 2.06 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 5.6 9.2 8.8 7.9 7.5
AZO
$3718.26
Consumer Cyclical		 25.7
Fwd: 20.4		 2.12 N/A
0.9		 N/A
13.2%		 $107.62
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 8.1 7.7 7.3 7.5
ACAD
$22.57
Healthcare		 14.5
Fwd: 30.7		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
5.2%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.4 8.1 5.7 7.5
APP
$619.93
Communication Services		 78.1
Fwd: 42.5		 1.26 2.38
3.2		 230.7%
49.3%		 $9.92
1.6%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 6.9 7.8 10.0 7.6 7.4
FSLR
$267.64
Technology		 20.6
Fwd: 11.9		 0.64 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.6 5.0 4.6 7.4
DPZ
$410.18
Consumer Cyclical		 24.0
Fwd: 21.0		 2.81 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 9.3 8.1 6.9 7.4
ABNB
$120.88
Consumer Cyclical		 29.2
Fwd: 25.1		 2.60 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 5.7 9.9 9.1 5.1 7.3
APH
$139.09
Technology		 46.4
Fwd: 35.6		 1.39 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.1 7.5 7.4 7.2 7.3
MANH
$177.61
Technology		 50.5
Fwd: 32.7		 5.69 0.15
1.3		 73.6%
20.2%		 $5.53
3.1%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 10.0 9.4 6.1 7.3
SCHW
$95.24
Financial		 22.3
Fwd: 17.1		 0.85 0.56
1.2		 17.0%
28.6%		 $21.69
22.8%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 6.2 7.2 6.5 7.2
AAPL
$268.47
Technology		 36.0
Fwd: 29.8		 3.59 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 9.5 7.6 5.3 7.2
ZTS
$120.24
Healthcare		 20.3
Fwd: 17.6		 2.51 1.35
3.6		 49.9%
28.2%		 $5.08
4.2%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 8.2 7.2 7.7 7.2
MLI
$107.09
Industrials		 16.0
Fwd: 13.9		 N/A 0.01
4.8		 26.1%
18.1%		 $6.10
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.6 8.3 4.5 7.1
JNJ
$186.57
Healthcare		 18.0
Fwd: 16.2		 2.44 0.58
1.1		 33.6%
27.3%		 $8.13
4.4%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 6.2 8.3 6.3 5.7 7.1
AMAT
$230.07
Technology		 27.4
Fwd: 24.1		 3.48 0.35
2.5		 35.6%
23.9%		 $7.31
3.2%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.9 8.8 8.0 6.9 7.1
IDXX
$708.45
Healthcare		 56.2
Fwd: 49.3		 3.65 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.7 8.6 7.7 7.1
PCTY
$141.88
Technology		 35.5
Fwd: 17.4		 3.52 0.12
1.0		 20.4%
13.8%		 $7.33
5.2%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.5 8.2 9.0 9.1 7.0
V
$336.02
Financial		 33.2
Fwd: 23.2		 2.68 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 4.2 9.8 9.1 6.1 7.0
USLM
$115.70
Basic Materials		 25.4
Fwd: 23.9		 2.23 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.5 8.5 7.9 7.0 7.0
CTSH
$73.20
Technology		 17.0
Fwd: 13.1		 1.95 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 6.8 6.0 5.8 7.0
GWW
$955.04
Industrials		 26.7
Fwd: 21.9		 3.67 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 8.6 8.1 7.9 7.0
ADSK
$297.18
Technology		 61.6
Fwd: 26.3		 3.89 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.0 8.8 8.9 7.0
MELI
$2108.60
Consumer Cyclical		 51.5
Fwd: 34.3		 1.64 2.08
1.2		 40.6%
7.9%		 $130.48
6.2%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 6.8 6.6 8.8 8.2 7.0
TT
$434.50
Industrials		 33.4
Fwd: 29.4		 2.34 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 8.3 7.3 7.0 6.9
PAYX
$111.96
Technology		 25.1
Fwd: 19.0		 3.25 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 8.0 6.8 8.1 6.9
DAL
$58.88
Industrials		 8.3
Fwd: 8.2		 0.84 1.11
0.4		 28.5%
7.4%		 $4.71
8.0%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.5 5.1 4.5 6.9
LOW
$233.16
Consumer Cyclical		 19.2
Fwd: 17.6		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.6 8.1 5.4 6.9
CB
$287.55
Financial		 12.0
Fwd: 10.9		 1.44 0.31
0.4		 14.1%
16.5%		 $37.34
13.0%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 6.0 7.7 6.2 6.9
CPRT
$40.51
Industrials		 25.5
Fwd: 21.4		 2.41 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.1 7.2 7.5 7.7 6.8
BMRN
$51.46
Healthcare		 19.3
Fwd: 11.4		 0.58 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 5.1 6.7 4.9 6.8
ULTA
$517.79
Consumer Cyclical		 19.9
Fwd: 19.1		 3.42 0.88
1.4		 48.5%
10.3%		 $21.23
4.1%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.7 8.0 6.9 6.8
JKHY
$160.80
Technology		 24.4
Fwd: 23.1		 3.75 0.01
1.1		 23.4%
19.9%		 $8.20
5.1%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 4.4 8.4 7.7 7.0 6.8
MA
$551.97
Financial		 35.3
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.8 8.4 6.7 6.7
FAST
$40.85
Industrials		 38.3
Fwd: 33.6		 3.83 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.9 7.0 8.5 6.7
CTAS
$185.07
Industrials		 41.1
Fwd: 34.5		 3.92 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.8 8.4 7.6 6.6
ORLY
$97.09
Consumer Cyclical		 33.6
Fwd: 29.3		 3.21 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 8.8 7.1 8.2 6.6
CINF
$164.64
Financial		 12.2
Fwd: 19.4		 1.95 0.06
0.6		 14.5%
17.6%		 $17.90
10.9%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 6.8 6.4 7.1 6.6
ILMN
$121.90
Healthcare		 27.3
Fwd: 24.4		 2.52 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 5.7 7.8 7.2 4.8 6.6
BR
$221.72
Technology		 28.4
Fwd: 21.7		 2.95 1.32
0.9		 38.2%
13.1%		 $11.04
5.0%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 6.9 7.3 7.1 6.6
GD
$346.34
Industrials		 22.4
Fwd: 20.2		 1.99 0.40
1.4		 17.8%
8.2%		 $17.82
5.1%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 6.3 6.1 5.8 6.6
SQ
$65.45
Technology		 14.0
Fwd: 19.0		 1.53 0.28
2.0		 14.3%
12.4%		 $1.74
2.7%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 8.1 5.5 5.9 N/A 6.6
DOCS
$54.29
Healthcare		 46.6
Fwd: 31.6		 4.29 0.01
6.4		 24.2%
39.9%		 $1.53
2.8%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 9.1 9.6 7.2 6.5
NVMI
$307.59
Technology		 40.4
Fwd: 32.0		 2.38 0.75
4.6		 23.6%
28.7%		 $7.81
2.5%		 24.5% 35.3% EPS: +51.2% | Sales: +39.4% 6.4 6.6 8.0 6.2 6.5
MCO
$487.98
Financial		 39.2
Fwd: 30.0		 2.93 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.4 7.5 6.8 6.5
PTC
$176.11
Technology		 28.7
Fwd: 20.5		 3.79 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.0 7.8 7.8 6.4
HOOD
$130.36
Financial		 54.1
Fwd: 53.6		 2.47 2.27
1.2		 27.8%
51.9%		 N/A
N/A		 60.7% N/A EPS: +315.2% | Sales: +73.5% 4.1 9.3 8.1 4.2 6.4
MTB
$185.86
Financial		 11.4
Fwd: 9.9		 0.90 0.52
0.4		 9.6%
19.8%		 $23.77
12.8%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 3.8 6.2 6.1 6.4
INTU
$648.85
Technology		 47.3
Fwd: 24.7		 3.37 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.5 6.9 8.0 8.9 6.4
AMZN
$244.41
Consumer Cyclical		 34.5
Fwd: 31.2		 1.72 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 6.7 5.7 7.1 7.1 6.3
SAP
$251.96
Technology		 37.7
Fwd: 30.2		 1.34 0.21
1.1		 16.3%
19.5%		 $6.33
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 7.9 7.0 6.2 0.5 6.3
MNST
$69.73
Consumer Defensive		 43.5
Fwd: 31.8		 3.05 0.00
3.5		 24.1%
20.5%		 $1.90
2.7%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 3.3 8.5 8.5 7.5 6.3
CMG
$30.59
Consumer Cyclical		 27.0
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.3 8.6 7.7 6.3
GGG
$81.65
Industrials		 27.9
Fwd: 25.7		 3.66 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.0 8.4 7.0 6.3 6.3
BMI
$187.87
Technology		 40.0
Fwd: 34.5		 3.62 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.5 8.0 8.7 4.7 6.2
HLT
$273.32
Consumer Cyclical		 39.6
Fwd: 30.1		 2.91 N/A
0.7		 N/A
14.2%		 $10.28
3.8%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 4.4 8.0 7.5 6.5 6.2
REGN
$657.53
Healthcare		 15.7
Fwd: 15.4		 4.51 0.09
4.1		 15.2%
32.1%		 $40.17
6.1%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 7.4 7.7 8.4 6.2
WRB
$74.97
Financial		 15.8
Fwd: 16.1		 2.46 0.32
0.4		 20.9%
13.0%		 $8.64
11.5%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.4 6.6 8.4 7.0 6.2
MKTX
$167.27
Financial		 28.1
Fwd: 20.7		 3.48 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.9 8.1 7.0 6.6 6.2
VRSN
$241.97
Technology		 28.2
Fwd: 24.6		 3.28 N/A
0.5		 N/A
49.9%		 $10.85
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.7 7.6 5.3 4.9 6.2
ZM
$81.69
Technology		 21.5
Fwd: 13.8		 5.16 0.01
4.4		 13.6%
25.0%		 $6.17
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 7.4 8.6 6.7 6.2
TXN
$160.55
Technology		 29.3
Fwd: 26.4		 2.38 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.9 5.3 3.3 6.1
AVGO
$349.43
Technology		 89.3
Fwd: 37.5		 2.52 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 4.7 6.7 7.7 7.2 6.1
CMI
$473.34
Industrials		 24.6
Fwd: 18.7		 2.16 0.63
1.8		 23.8%
7.9%		 $16.53
3.5%		 7.7% 14.4% EPS: +53.4% | Sales: -1.8% 6.7 5.8 6.1 5.5 6.1
DASH
$204.31
Consumer Cyclical		 103.8
Fwd: 57.9		 0.64 0.34
2.0		 10.1%
6.8%		 $4.87
2.4%		 64.7% N/A EPS: +570.4% | Sales: +24.5% 7.8 4.3 7.0 6.0 6.1
MAR
$291.16
Consumer Cyclical		 30.8
Fwd: 25.8		 2.91 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.2 7.2 7.1 5.5 6.1
GDDY
$132.03
Technology		 22.8
Fwd: 18.4		 2.10 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.1 4.8 8.2 7.3 6.0
LMT
$458.35
Industrials		 25.6
Fwd: 15.6		 2.15 3.59
1.1		 62.8%
5.7%		 $19.85
4.3%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 7.1 4.8 6.5 6.2 6.0
COST
$922.74
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.7 8.7 8.9 6.0
TJX
$144.61
Consumer Cyclical		 33.0
Fwd: 28.5		 3.48 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 8.0 6.5 4.9 5.9
DOCU
$69.70
Technology		 52.6
Fwd: 17.2		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 7.2 7.7 6.5 5.9
CDNS
$325.05
Technology		 83.9
Fwd: 40.3		 5.22 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.0 7.3 8.8 5.9
FITB
$42.87
Financial		 12.8
Fwd: 12.0		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 3.9 5.4 3.8 5.9
AXP
$368.54
Financial		 24.8
Fwd: 21.1		 1.98 1.83
7.2		 33.7%
13.2%		 $27.48
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 5.9 5.7 6.9 6.2 5.9
ROL
$58.61
Consumer Cyclical		 55.0
Fwd: 46.7		 4.49 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.6 9.1 7.4 5.9
NKE
$61.09
Consumer Cyclical		 31.3
Fwd: 24.5		 2.63 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.5 6.0 6.1 6.5 5.8
PANW
$212.29
Technology		 132.7
Fwd: 49.2		 9.83 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 7.2 7.5 8.2 5.8
CRM
$239.88
Technology		 34.8
Fwd: 18.9		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.1 5.5 7.0 8.7 5.8
QCOM
$170.89
Technology		 34.9
Fwd: 13.5		 17.13 0.74
2.8		 23.3%
12.5%		 $11.97
7.0%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.2 7.4 5.7 5.8
BABA
$166.34
Consumer Cyclical		 19.4
Fwd: 17.4		 2.20 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 5.6 5.3 5.5 7.7 5.8
DIS
$110.74
Communication Services		 17.4
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 8.5 3.8 5.2 5.2 5.8
VEEV
$294.86
Healthcare		 60.5
Fwd: 34.9		 4.28 0.01
5.6		 13.7%
27.3%		 $8.10
2.7%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 7.3 8.4 7.7 5.7
SE
$149.94
Consumer Cyclical		 76.1
Fwd: 30.4		 1.55 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 6.8 4.5 5.5 5.9 5.7
PH
$844.01
Industrials		 30.1
Fwd: 25.9		 3.50 0.75
1.1		 27.3%
18.2%		 $26.75
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: +0.2% 4.0 7.1 7.7 6.5 5.7
NOW
$861.87
Technology		 104.2
Fwd: 42.2		 5.04 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 6.9 8.4 7.5 5.7
ROST
$161.08
Consumer Cyclical		 25.6
Fwd: 23.4		 4.35 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.7 6.5 5.1 5.7
ENPH
$30.22
Technology		 20.9
Fwd: 14.4		 11.81 1.24
2.0		 20.3%
12.9%		 $1.66
5.5%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.4 6.8 6.7 5.6
KO
$70.55
Consumer Defensive		 23.4
Fwd: 21.9		 3.74 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 6.1 5.3 6.3 5.6
GS
$786.34
Financial		 16.0
Fwd: 14.2		 1.05 5.24
1.3		 13.6%
12.5%		 $190.86
24.3%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 3.9 6.9 3.8 5.6
UNP
$221.48
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 6.2 5.8 2.5 5.6
ISRG
$560.00
Healthcare		 74.1
Fwd: 57.8		 4.95 0.00
4.7		 16.9%
28.6%		 $6.41
1.1%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 7.9 7.0 6.0 5.6
MCD
$299.66
Consumer Cyclical		 25.6
Fwd: 22.6		 3.69 N/A
1.0		 N/A
32.0%		 $10.35
3.5%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.8 6.1 5.5 5.6
EW
$83.39
Healthcare		 35.5
Fwd: 29.1		 3.61 0.07
4.0		 13.6%
23.5%		 $1.39
1.7%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.3 6.9 5.1 4.3 5.6
WST
$271.04
Healthcare		 40.1
Fwd: 34.8		 4.28 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 6.8 6.7 7.0 5.5
SBUX
$85.57
Consumer Cyclical		 52.5
Fwd: 28.2		 2.77 N/A
0.7		 N/A
5.0%		 $2.15
2.5%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.7 5.8 7.2 7.3 5.5
SMCI
$39.76
Technology		 31.8
Fwd: 13.0		 1.64 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.2 3.4 5.2 6.2 5.5
POOL
$252.01
Industrials		 23.0
Fwd: 21.7		 4.82 1.01
2.6		 29.2%
7.8%		 $10.59
4.2%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.5 7.5 6.4 5.5
EPAM
$175.30
Technology		 26.8
Fwd: 14.0		 3.09 0.04
3.0		 10.2%
7.0%		 $7.36
4.2%		 15.6% 11.6% EPS: -0.3% | Sales: +14.3% 4.7 5.0 5.8 8.2 5.4
ONTO
$139.09
Technology		 34.4
Fwd: 24.4		 4.07 0.01
9.6		 10.5%
19.3%		 $4.87
3.5%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 6.1 8.2 6.3 5.4
BLK
$1082.20
Financial		 28.1
Fwd: 20.0		 2.32 0.27
4.0		 12.6%
25.9%		 $24.65
2.3%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.0 4.0 6.3 5.4
PODD
$319.82
Healthcare		 92.8
Fwd: 52.0		 2.75 0.73
2.9		 19.7%
9.8%		 $5.62
1.8%		 22.9% 98.8% EPS: -40.5% | Sales: +27.1% 3.6 5.9 8.3 8.0 5.4
AME
$196.29
Industrials		 31.0
Fwd: 24.6		 3.93 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.1 6.7 6.7 4.9 5.3
CMCSA
$27.35
Communication Services		 4.5
Fwd: 6.5		 2.97 1.02
0.9		 24.7%
18.3%		 $5.76
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.2 5.4 5.6 5.7 5.3
CPNG
$28.88
Consumer Cyclical		 136.7
Fwd: 55.0		 1.07 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 2.6 6.6 5.7 5.3
CHD
$86.86
Consumer Defensive		 27.4
Fwd: 23.2		 5.36 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 5.8 6.5 7.2 5.3
SPGI
$496.42
Financial		 36.1
Fwd: 25.1		 2.99 0.36
1.0		 12.6%
28.1%		 $18.03
3.6%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.2 5.3 6.5 8.3 5.3
MS
$162.36
Financial		 16.7
Fwd: 15.4		 1.26 3.92
1.6		 15.2%
13.8%		 $6.51
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 3.6 4.1 3.9 5.2
VICI
$30.34
Real Estate		 11.5
Fwd: 10.7		 2.57 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 4.6 5.8 7.1 5.2
BRO
$78.54
Financial		 23.6
Fwd: 16.7		 2.24 0.65
1.2		 10.5%
18.0%		 $3.81
4.8%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.3 4.0 6.6 8.3 5.2
LIN
$420.51
Basic Materials		 28.2
Fwd: 23.5		 3.49 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.1 6.1 6.6 5.5 5.2
JPM
$314.21
Financial		 15.6
Fwd: 14.8		 1.95 3.06
1.1		 16.4%
20.4%		 $16.86
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.6 3.7 5.6 5.4 5.1
ETN
$373.77
Industrials		 37.4
Fwd: 27.2		 2.94 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 4.4 6.1 6.3 4.3 5.1
ITW
$245.49
Industrials		 23.8
Fwd: 21.9		 33.09 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 6.7 7.3 4.1 5.1
SLB
$36.66
Energy		 14.2
Fwd: 12.4		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 4.6 5.2 3.8 5.1
EA
$200.60
Communication Services		 58.6
Fwd: 21.6		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 6.3 6.0 5.0 5.1
ROK
$373.49
Industrials		 48.8
Fwd: 27.9		 3.83 0.97
2.4		 24.2%
10.4%		 $12.08
3.2%		 5.7% -2.6% EPS: -3.3% | Sales: +1.0% 3.8 6.4 6.6 4.7 5.1
LMAT
$86.82
Healthcare		 42.2
Fwd: 34.2		 3.27 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.8 5.3 6.5 7.3 5.1
CHTR
$219.86
Communication Services		 6.1
Fwd: 5.1		 0.52 6.24
0.4		 34.8%
9.3%		 $16.96
7.7%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.7 1.0 4.9 6.0 5.0
ICE
$149.00
Financial		 27.1
Fwd: 19.9		 2.40 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 4.0 6.2 6.9 5.0
NDAQ
$87.24
Financial		 31.1
Fwd: 23.1		 2.18 0.80
1.0		 14.1%
19.9%		 $3.67
4.2%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 5.4 4.5 6.0 5.4 5.0
ETSY
$59.09
Consumer Cyclical		 41.3
Fwd: 23.3		 5.12 N/A
3.2		 N/A
6.4%		 $6.44
10.9%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.0 4.8 7.2 8.4 5.0
HON
$194.07
Industrials		 20.4
Fwd: 19.0		 3.45 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.3 6.1 3.9 5.0
TDY
$513.17
Technology		 29.7
Fwd: 21.7		 3.33 0.24
1.8		 8.1%
13.6%		 $22.11
4.3%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.5 4.7 5.8 7.0 5.0
SHOP
$152.41
Technology		 111.6
Fwd: 83.2		 5.20 0.09
3.9		 15.7%
16.6%		 $1.46
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 6.8 7.7 5.9 5.0
UPS
$95.95
Industrials		 14.8
Fwd: 13.4		 12.89 1.85
1.3		 33.7%
6.2%		 $5.19
5.4%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.6 5.8 5.8 5.0
SNPS
$393.43
Technology		 30.8
Fwd: 28.0		 3.29 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 3.8 4.8 9.2 5.0
WPM
$99.06
Basic Materials		 57.1
Fwd: 30.8		 1.76 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 5.5 6.0 6.8 0.5 5.0
TYL
$463.43
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 5.4 6.2 7.5 4.9
AMD
$233.54
Technology		 115.4
Fwd: 36.6		 2.74 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 4.4 4.3 7.2 8.1 4.9
NOC
$568.61
Industrials		 20.4
Fwd: 19.7		 3.32 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.7 4.7 5.7 6.0 4.9
ATEN
$17.23
Technology		 25.2
Fwd: 18.1		 3.71 1.11
3.6		 23.9%
17.8%		 $1.00
5.8%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.5 5.7 5.8 3.1 4.9
WMT
$102.59
Consumer Defensive		 38.7
Fwd: 34.9		 4.10 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.7 5.5 6.8 4.8
VMC
$287.30
Basic Materials		 34.1
Fwd: 29.2		 2.39 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 4.4 4.4 5.1 6.9 4.8
MSI
$390.75
Technology		 31.4
Fwd: 24.0		 3.74 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.3 7.3 6.3 4.8
BSX
$100.02
Healthcare		 53.5
Fwd: 28.8		 3.31 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.3 4.6 5.6 6.1 4.7
VRSK
$214.66
Industrials		 32.8
Fwd: 28.0		 3.71 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.3 8.0 5.0 4.7
GATX
$155.08
Industrials		 18.1
Fwd: 15.9		 1.93 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.1 4.5 4.5 4.7
COP
$86.83
Energy		 12.3
Fwd: 13.6		 6.08 0.36
1.3		 15.4%
14.8%		 $5.68
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +8.4% 3.9 5.0 5.3 6.1 4.7
XOM
$117.22
Energy		 17.0
Fwd: 15.8		 3.56 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.5 5.2 5.8 3.8 4.7
CAT
$563.10
Industrials		 28.9
Fwd: 25.4		 4.52 2.01
1.4		 46.3%
14.3%		 $16.15
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 6.4 6.8 4.1 4.7
XYL
$151.31
Industrials		 38.9
Fwd: 27.3		 2.98 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 4.4 4.4 5.6 6.3 4.7
CME
$276.50
Financial		 26.8
Fwd: 23.9		 4.20 0.13
1.0		 13.3%
58.1%		 $11.33
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 6.4 6.3 5.9 4.7
MKC
$65.04
Consumer Defensive		 22.5
Fwd: 20.4		 4.13 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 4.7 4.4 6.5 4.7
RSG
$205.59
Industrials		 30.6
Fwd: 28.1		 3.93 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.0 4.6 6.2 6.3 4.6
TDG
$1284.76
Industrials		 42.6
Fwd: 31.9		 3.83 N/A
3.1		 N/A
20.4%		 $33.83
2.6%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.8 4.8 6.1 6.3 4.6
IEX
$167.96
Industrials		 26.6
Fwd: 20.0		 5.47 0.48
2.9		 12.2%
14.0%		 $7.80
4.6%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 5.0 5.2 5.0 4.6
PSA
$278.05
Real Estate		 28.9
Fwd: 26.7		 23.30 1.08
1.7		 20.0%
35.4%		 $16.69
6.0%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 5.3 7.1 6.8 4.6
TMO
$572.41
Healthcare		 33.1
Fwd: 23.3		 4.44 0.70
1.5		 13.1%
15.0%		 $16.27
2.8%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 4.3 5.8 6.9 4.6
UL
$61.47
Consumer Defensive		 25.2
Fwd: 17.0		 3.39 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.5 6.0 5.9 0.5 4.6
EMR
$129.49
Industrials		 32.0
Fwd: 18.3		 3.77 0.65
0.9		 10.9%
12.7%		 $4.74
3.7%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 4.3 4.9 4.9 4.2 4.5
HD
$371.11
Consumer Cyclical		 25.2
Fwd: 22.8		 4.86 5.75
1.1		 193.9%
8.9%		 $14.30
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.7 7.2 5.8 4.5
WDAY
$225.17
Technology		 104.1
Fwd: 21.3		 4.87 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 3.8 6.2 8.4 4.5
ELF
$73.74
Consumer Defensive		 52.3
Fwd: 21.1		 5.91 0.80
2.7		 8.8%
5.9%		 $2.50
3.4%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 3.7 7.2 8.2 4.5
SOFI
$28.21
Financial		 51.0
Fwd: 46.7		 1.78 0.32
4.9		 8.6%
14.4%		 $1.30
4.6%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 5.5 3.3 7.0 5.1 4.5
TRI
$137.57
Industrials		 35.4
Fwd: 30.9		 3.51 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 3.7 6.5 6.1 0.5 4.4
KEYS
$180.87
Technology		 57.6
Fwd: 23.3		 4.85 0.49
3.6		 10.0%
10.4%		 $8.23
4.6%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 4.4 4.7 5.8 4.4
HOLX
$74.10
Healthcare		 29.8
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.14
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.2 4.5 5.1 4.6 4.4
PWR
$445.01
Industrials		 66.0
Fwd: 35.8		 3.90 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.6 4.0 7.0 7.7 4.4
MLM
$610.64
Basic Materials		 32.2
Fwd: 28.2		 2.74 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.1 3.7 5.0 6.8 4.3
SHW
$340.16
Basic Materials		 33.2
Fwd: 27.1		 4.27 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.9 7.3 6.5 4.3
BRK-B
$499.06
Financial		 16.0
Fwd: 23.0		 16.45 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 4.8 3.7 6.0 4.3
EXR
$133.18
Real Estate		 29.8
Fwd: 27.3		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
5.9%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 3.2 6.2 8.3 4.3
ECL
$256.13
Basic Materials		 36.8
Fwd: 30.2		 2.79 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 3.9 5.1 5.3 3.1 4.3
MDT
$92.20
Healthcare		 25.5
Fwd: 15.2		 4.31 0.60
2.0		 9.7%
13.6%		 $4.13
4.5%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 4.4 4.9 4.4 4.2
SBAC
$197.40
Real Estate		 24.9
Fwd: 22.3		 2.70 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.6 5.0 3.4 4.2
TRMB
$78.90
Technology		 53.7
Fwd: 22.9		 4.63 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 4.0 5.5 5.6 4.2
RTX
$176.97
Industrials		 36.3
Fwd: 26.0		 3.65 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.1 3.5 4.9 6.3 4.2
COF
$217.82
Financial		 92.4
Fwd: 10.4		 4.22 0.45
2.1		 1.5%
1.7%		 $32.80
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 3.6 5.4 6.0 4.2
ROP
$447.05
Technology		 30.8
Fwd: 20.7		 3.60 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.7 3.9 5.2 3.5 4.2
O
$56.87
Real Estate		 53.2
Fwd: 36.9		 2.97 0.74
2.2		 2.5%
17.1%		 $3.99
7.0%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 3.9 3.0 6.5 7.9 4.1
OKTA
$85.21
Technology		 100.5
Fwd: 23.6		 7.97 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 3.6 7.0 6.3 4.1
HEI
$323.02
Industrials		 70.8
Fwd: 60.7		 4.06 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 5.1 6.2 7.2 4.1
SYK
$356.03
Healthcare		 46.8
Fwd: 23.8		 4.20 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 4.5 5.4 3.8 4.1
AMT
$177.95
Real Estate		 28.4
Fwd: 25.6		 1.89 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.7 1.6 5.4 3.6 4.0
ORCL
$239.26
Technology		 55.4
Fwd: 29.9		 2.54 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 5.8 2.1 5.2 5.9 4.0
PEP
$142.95
Consumer Defensive		 27.2
Fwd: 16.7		 7.79 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.3 6.3 6.4 4.0
LHX
$290.66
Industrials		 31.2
Fwd: 23.4		 11.07 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 2.7 5.5 6.9 3.9
DHR
$209.94
Healthcare		 43.2
Fwd: 25.0		 5.81 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 3.4 5.2 5.5 3.8
HIMS
$41.03
Healthcare		 75.9
Fwd: 55.2		 3.43 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 3.3 3.5 6.0 6.0 3.8
IR
$77.50
Industrials		 57.5
Fwd: 21.7		 9.66 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 2.8 7.1 7.0 3.8
APD
$259.74
Basic Materials		 N/A
Fwd: 18.6		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -39.5% | Sales: -0.5% 5.2 2.1 4.5 3.2 3.6
KMI
$26.55
Energy		 21.8
Fwd: 19.4		 2.50 1.06
0.6		 8.9%
16.6%		 $1.12
4.2%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.3 3.1 5.1 2.8 3.6
CSGP
$67.52
Real Estate		 1313.6
Fwd: 47.4		 37.45 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 3.4 6.5 8.4 3.6
WM
$201.92
Industrials		 31.8
Fwd: 24.3		 3.40 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.1 2.5 5.5 5.2 3.6
QSR
$67.74
Consumer Cyclical		 24.1
Fwd: 16.9		 2.58 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.1 1.1 5.4 6.0 3.6
ON
$47.83
Technology		 62.4
Fwd: 16.5		 70.93 0.46
5.2		 3.9%
5.2%		 $3.40
7.1%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 2.8 5.9 4.0 3.5
ENB
$47.71
Energy		 23.5
Fwd: 20.8		 3.15 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 4.0 3.0 5.1 2.9 3.4
FIS
$64.78
Technology		 204.0
Fwd: 10.2		 20.99 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 2.7 5.3 3.9 3.4
ABBV
$219.16
Healthcare		 165.4
Fwd: 15.3		 10.06 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 2.4 6.2 5.8 3.3
TSLA
$429.52
Consumer Cyclical		 287.0
Fwd: 194.3		 32.39 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 3.1 6.6 7.5 3.3
DDOG
$191.24
Technology		 647.8
Fwd: 83.1		 41.08 0.37
3.6		 3.5%
3.3%		 $2.70
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.6% 2.0 3.1 6.5 6.5 3.2
CELH
$41.52
Consumer Defensive		 437.1
Fwd: 27.8		 7.37 0.29
1.8		 3.1%
1.1%		 $0.82
2.0%		 78.3% 54.3% EPS: -64.7% | Sales: +55.1% 3.2 2.2 7.1 6.4 3.2
DLR
$169.89
Real Estate		 43.9
Fwd: 103.1		 4.87 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 2.6 5.0 5.8 2.9
AXON
$602.51
Industrials		 190.7
Fwd: 78.7		 10.91 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.6 5.2 4.6 2.1
ADBE
$326.95
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.93
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.8 9.6 9.2 9.6
ASML
$1016.96
Technology		 38.1
Fwd: 33.5		 1.68 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.9 9.3 9.1 9.5
ODD
$38.97
Technology		 21.8
Fwd: 17.4		 1.17 0.07
6.3		 30.4%
14.7%		 $2.33
6.0%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.8 9.9 10.0 7.9 9.5
APPF
$251.80
Technology		 45.2
Fwd: 39.5		 1.97 0.08
2.9		 44.7%
22.5%		 $5.89
2.3%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.4 9.9 9.7 9.3 9.5
DECK
$81.77
Consumer Cyclical		 12.1
Fwd: 11.9		 1.72 0.14
3.1		 43.3%
19.4%		 $6.72
8.2%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.8 9.6 9.5 9.5
NVDA
$188.15
Technology		 53.5
Fwd: 28.2		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.3 9.9 9.2 8.9 9.5
EXEL
$40.81
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.7 8.9 8.2 9.4
PAYC
$162.15
Technology		 20.2
Fwd: 16.1		 1.87 0.05
1.1		 28.6%
22.6%		 $6.78
4.2%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.4 9.1 9.8 9.3
MEDP
$589.15
Healthcare		 41.2
Fwd: 35.5		 3.03 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 4.3 9.8 10.0 9.3 9.3
QLYS
$149.73
Technology		 29.0
Fwd: 20.3		 3.42 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 4.8 9.9 9.7 7.8 9.1
MPWR
$958.26
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.3 9.7 8.8 7.4 9.1
GOOGL
$278.83
Communication Services		 27.5
Fwd: 25.0		 1.65 0.11
1.8		 35.5%
32.2%		 $6.09
2.2%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.5 8.8 8.6 9.1
FTNT
$81.79
Technology		 33.7
Fwd: 28.1		 3.12 1.35
1.0		 228.0%
28.6%		 $2.65
3.2%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 9.3 9.6 9.4 9.0
DUOL
$201.21
Technology		 25.6
Fwd: 45.3		 0.60 0.07
2.8		 36.2%
40.0%		 $7.74
3.8%		 60.3% N/A EPS: +318.9% | Sales: +39.9% 8.9 9.3 8.4 7.5 9.0
PINS
$27.09
Communication Services		 9.4
Fwd: 13.5		 0.45 0.04
8.4		 51.5%
49.0%		 $1.66
6.1%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.8 7.8 5.9 8.9
PGR
$217.27
Financial		 11.9
Fwd: 13.2		 2.22 0.19
0.7		 34.2%
12.6%		 $29.09
13.4%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.2 9.8 9.4 8.9
QFIN
$22.28
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 9.3 8.5 7.4 8.9
ANET
$134.65
Technology		 51.2
Fwd: 40.2		 2.44 0.00
3.2		 31.7%
39.7%		 $3.21
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.7 9.9 6.6 8.9
CPRX
$21.39
Healthcare		 12.5
Fwd: 12.1		 1.18 0.00
6.6		 27.5%
37.6%		 $1.91
8.9%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.5 9.3 9.3 6.8 8.9
MANH
$177.61
Technology		 50.5
Fwd: 32.7		 5.69 0.15
1.3		 73.6%
20.2%		 $5.53
3.1%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 9.7 6.1 8.9
IDXX
$708.45
Healthcare		 56.2
Fwd: 49.3		 3.65 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.6 9.2 7.7 8.8
LULU
$166.13
Consumer Cyclical		 11.4
Fwd: 13.1		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.7%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 9.3 8.9 7.7 8.7
YOU
$36.08
Technology		 18.9
Fwd: 28.1		 N/A 0.77
0.9		 130.9%
21.0%		 $2.21
6.1%		 32.0% N/A EPS: +135.7% | Sales: +17.8% 6.2 9.7 8.6 5.5 8.7
CHKP
$200.29
Technology		 21.9
Fwd: 19.0		 2.65 0.00
1.2		 34.2%
37.6%		 $10.93
5.5%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.6 9.9 7.5 5.2 8.7
LRCX
$159.35
Technology		 35.1
Fwd: 28.6		 2.41 0.44
2.2		 62.3%
29.7%		 $4.42
2.8%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.7 9.2 4.9 8.7
V
$336.02
Financial		 33.2
Fwd: 23.2		 2.68 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 4.2 9.9 9.5 6.1 8.7
FICO
$1740.00
Technology		 65.5
Fwd: 34.8		 2.63 N/A
0.8		 N/A
32.8%		 $32.07
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.5 9.2 7.9 8.2 8.7
KLAC
$1193.37
Technology		 37.5
Fwd: 28.6		 3.39 1.22
2.6		 99.2%
33.8%		 $29.47
2.5%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.4 9.4 7.1 8.7
ADP
$254.16
Technology		 25.1
Fwd: 21.2		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 9.3 8.4 7.3 8.7
NSSC
$42.14
Industrials		 34.3
Fwd: 27.5		 2.06 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 5.6 9.2 9.2 7.9 8.7
MSFT
$496.82
Technology		 35.4
Fwd: 26.5		 2.00 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.7 8.5 9.1 8.6
RMD
$251.49
Healthcare		 25.7
Fwd: 20.8		 2.26 0.14
2.9		 25.4%
27.4%		 $12.11
4.8%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.7 9.3 9.1 8.6
ABNB
$120.88
Consumer Cyclical		 29.2
Fwd: 25.1		 2.60 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 5.7 9.8 8.6 5.1 8.6
ACAD
$22.57
Healthcare		 14.5
Fwd: 30.7		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
5.2%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.6 8.2 5.7 8.6
META
$621.71
Communication Services		 27.5
Fwd: 20.9		 2.28 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.9 8.7 8.4 8.5
BKNG
$4940.00
Consumer Cyclical		 32.1
Fwd: 18.6		 1.82 N/A
1.3		 N/A
19.4%		 $257.96
5.2%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 9.1 7.5 6.9 8.5
DOCS
$54.29
Healthcare		 46.6
Fwd: 31.6		 4.29 0.01
6.4		 24.2%
39.9%		 $1.53
2.8%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 9.2 9.6 7.2 8.4
DPZ
$410.18
Consumer Cyclical		 24.0
Fwd: 21.0		 2.81 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 9.2 7.6 6.9 8.3
AAPL
$268.47
Technology		 36.0
Fwd: 29.8		 3.59 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 9.3 8.8 5.3 8.3
FAST
$40.85
Industrials		 38.3
Fwd: 33.6		 3.83 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 9.0 7.3 8.5 8.3
HALO
$68.24
Healthcare		 14.3
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.5 8.3 8.6 7.0 8.3
AMAT
$230.07
Technology		 27.4
Fwd: 24.1		 3.48 0.35
2.5		 35.6%
23.9%		 $7.31
3.2%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.9 8.8 8.9 6.9 8.2
GWW
$955.04
Industrials		 26.7
Fwd: 21.9		 3.67 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 8.7 9.1 7.9 8.2
CTAS
$185.07
Industrials		 41.1
Fwd: 34.5		 3.92 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.9 9.2 7.6 8.2
MA
$551.97
Financial		 35.3
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 9.0 8.6 6.7 8.2
NFLX
$1103.66
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.3 8.7 8.0 8.2
ABT
$126.36
Healthcare		 15.8
Fwd: 22.3		 1.53 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 8.7 8.1 6.0 8.1
HOOD
$130.36
Financial		 54.1
Fwd: 53.6		 2.47 2.27
1.2		 27.8%
51.9%		 N/A
N/A		 60.7% N/A EPS: +315.2% | Sales: +73.5% 4.1 9.5 8.2 4.2 8.1
ORLY
$97.09
Consumer Cyclical		 33.6
Fwd: 29.3		 3.21 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 8.8 7.2 8.2 8.1
DT
$47.22
Technology		 28.3
Fwd: 25.7		 1.87 0.03
1.5		 20.6%
27.3%		 $1.58
3.3%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.4 8.3 7.7 7.6 8.1
PCTY
$141.88
Technology		 35.5
Fwd: 17.4		 3.52 0.12
1.0		 20.4%
13.8%		 $7.33
5.2%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.5 8.1 9.1 9.1 8.0
CARG
$33.34
Consumer Cyclical		 26.9
Fwd: 13.4		 1.36 0.45
3.0		 29.2%
14.1%		 $2.31
6.9%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 8.3 8.7 7.1 5.2 8.0
USLM
$115.70
Basic Materials		 25.4
Fwd: 23.9		 2.23 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.5 8.6 8.8 7.0 8.0
ULTA
$517.79
Consumer Cyclical		 19.9
Fwd: 19.1		 3.42 0.88
1.4		 48.5%
10.3%		 $21.23
4.1%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.7 8.9 6.9 8.0
MNST
$69.73
Consumer Defensive		 43.5
Fwd: 31.8		 3.05 0.00
3.5		 24.1%
20.5%		 $1.90
2.7%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 3.3 8.6 7.9 7.5 7.9
ADSK
$297.18
Technology		 61.6
Fwd: 26.3		 3.89 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 7.9 9.0 8.9 7.9
AZO
$3718.26
Consumer Cyclical		 25.7
Fwd: 20.4		 2.12 N/A
0.9		 N/A
13.2%		 $107.62
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 8.2 7.5 7.3 7.8
ZTS
$120.24
Healthcare		 20.3
Fwd: 17.6		 2.51 1.35
3.6		 49.9%
28.2%		 $5.08
4.2%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 8.2 7.8 7.7 7.8
TSM
$286.50
Technology		 29.4
Fwd: 23.0		 0.97 0.19
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 9.1 8.8 0.5 7.8
AWI
$188.71
Industrials		 27.0
Fwd: 22.4		 1.85 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 8.4 6.4 6.0 7.8
TT
$434.50
Industrials		 33.4
Fwd: 29.4		 2.34 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 8.3 7.8 7.0 7.8
JKHY
$160.80
Technology		 24.4
Fwd: 23.1		 3.75 0.01
1.1		 23.4%
19.9%		 $8.20
5.1%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 4.4 8.3 8.0 7.0 7.8
MLI
$107.09
Industrials		 16.0
Fwd: 13.9		 N/A 0.01
4.8		 26.1%
18.1%		 $6.10
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.6 8.9 4.5 7.8
JNJ
$186.57
Healthcare		 18.0
Fwd: 16.2		 2.44 0.58
1.1		 33.6%
27.3%		 $8.13
4.4%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 6.2 8.5 6.4 5.7 7.8
MCO
$487.98
Financial		 39.2
Fwd: 30.0		 2.93 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.5 7.3 6.8 7.8
DXCM
$55.00
Healthcare		 30.6
Fwd: 22.1		 1.37 0.94
1.6		 30.6%
16.0%		 $2.72
5.0%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.9 7.3 9.2 8.8 7.7
APP
$619.93
Communication Services		 78.1
Fwd: 42.5		 1.26 2.38
3.2		 230.7%
49.3%		 $9.92
1.6%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 6.9 7.6 10.0 7.6 7.7
ROL
$58.61
Consumer Cyclical		 55.0
Fwd: 46.7		 4.49 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.4 9.3 7.4 7.7
PAYX
$111.96
Technology		 25.1
Fwd: 19.0		 3.25 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.9 6.7 8.1 7.6
GILD
$118.84
Healthcare		 18.4
Fwd: 13.7		 0.70 1.16
1.5		 40.6%
27.9%		 $7.55
6.4%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 9.5 8.1 6.6 4.5 7.6
LOW
$233.16
Consumer Cyclical		 19.2
Fwd: 17.6		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.3 7.7 5.4 7.5
GGG
$81.65
Industrials		 27.9
Fwd: 25.7		 3.66 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.0 8.4 6.9 6.3 7.5
PYPL
$66.22
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.2 8.0 8.0 7.5
EXLS
$39.54
Technology		 26.8
Fwd: 18.1		 1.77 0.46
2.9		 26.0%
11.9%		 $1.81
4.6%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.1 9.0 7.9 7.4
REGN
$657.53
Healthcare		 15.7
Fwd: 15.4		 4.51 0.09
4.1		 15.2%
32.1%		 $40.17
6.1%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 7.7 7.7 8.4 7.4
CPRT
$40.51
Industrials		 25.5
Fwd: 21.4		 2.41 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.1 7.5 7.8 7.7 7.4
MKTX
$167.27
Financial		 28.1
Fwd: 20.7		 3.48 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.9 8.2 6.8 6.6 7.4
APH
$139.09
Technology		 46.4
Fwd: 35.6		 1.39 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.1 7.4 8.2 7.2 7.4
COST
$922.74
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.6 9.2 8.9 7.3
LRN
$72.01
Consumer Defensive		 11.1
Fwd: 9.2		 0.87 0.38
6.8		 23.0%
12.8%		 $8.61
12.0%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 7.4 9.2 4.7 7.3
ISRG
$560.00
Healthcare		 74.1
Fwd: 57.8		 4.95 0.00
4.7		 16.9%
28.6%		 $6.41
1.1%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.1 7.5 6.0 7.2
BMI
$187.87
Technology		 40.0
Fwd: 34.5		 3.62 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.5 7.9 8.9 4.7 7.2
PTC
$176.11
Technology		 28.7
Fwd: 20.5		 3.79 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.2 8.3 7.8 7.2
INTU
$648.85
Technology		 47.3
Fwd: 24.7		 3.37 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.5 7.1 7.8 8.9 7.2
ZM
$81.69
Technology		 21.5
Fwd: 13.8		 5.16 0.01
4.4		 13.6%
25.0%		 $6.17
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 7.5 7.6 6.7 7.1
VEEV
$294.86
Healthcare		 60.5
Fwd: 34.9		 4.28 0.01
5.6		 13.7%
27.3%		 $8.10
2.7%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 7.5 7.5 7.7 7.1
HLT
$273.32
Consumer Cyclical		 39.6
Fwd: 30.1		 2.91 N/A
0.7		 N/A
14.2%		 $10.28
3.8%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 4.4 7.7 7.1 6.5 7.1
PANW
$212.29
Technology		 132.7
Fwd: 49.2		 9.83 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 7.3 6.9 8.2 7.1
ILMN
$121.90
Healthcare		 27.3
Fwd: 24.4		 2.52 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 5.7 7.6 7.3 4.8 7.0
CDNS
$325.05
Technology		 83.9
Fwd: 40.3		 5.22 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.1 6.5 8.8 7.0
CMG
$30.59
Consumer Cyclical		 27.0
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.0 8.9 7.7 7.0
TJX
$144.61
Consumer Cyclical		 33.0
Fwd: 28.5		 3.48 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 8.0 6.8 4.9 7.0
NOW
$861.87
Technology		 104.2
Fwd: 42.2		 5.04 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.1 8.0 7.5 6.9
DOCU
$69.70
Technology		 52.6
Fwd: 17.2		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 7.3 6.7 6.5 6.8
PH
$844.01
Industrials		 30.1
Fwd: 25.9		 3.50 0.75
1.1		 27.3%
18.2%		 $26.75
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: +0.2% 4.0 7.1 8.4 6.5 6.7
ROST
$161.08
Consumer Cyclical		 25.6
Fwd: 23.4		 4.35 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.6 6.8 5.1 6.7
CINF
$164.64
Financial		 12.2
Fwd: 19.4		 1.95 0.06
0.6		 14.5%
17.6%		 $17.90
10.9%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 6.8 6.0 7.1 6.7
AVGO
$349.43
Technology		 89.3
Fwd: 37.5		 2.52 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 4.7 6.7 7.6 7.2 6.7
NVMI
$307.59
Technology		 40.4
Fwd: 32.0		 2.38 0.75
4.6		 23.6%
28.7%		 $7.81
2.5%		 24.5% 35.3% EPS: +51.2% | Sales: +39.4% 6.4 6.6 8.4 6.2 6.7
BR
$221.72
Technology		 28.4
Fwd: 21.7		 2.95 1.32
0.9		 38.2%
13.1%		 $11.04
5.0%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 6.6 7.6 7.1 6.7
CTSH
$73.20
Technology		 17.0
Fwd: 13.1		 1.95 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 6.8 6.2 5.8 6.7
FSLR
$267.64
Technology		 20.6
Fwd: 11.9		 0.64 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.8 5.7 4.6 6.7
WRB
$74.97
Financial		 15.8
Fwd: 16.1		 2.46 0.32
0.4		 20.9%
13.0%		 $8.64
11.5%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.4 6.6 8.6 7.0 6.6
SCHW
$95.24
Financial		 22.3
Fwd: 17.1		 0.85 0.56
1.2		 17.0%
28.6%		 $21.69
22.8%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 6.3 6.2 6.5 6.6
MELI
$2108.60
Consumer Cyclical		 51.5
Fwd: 34.3		 1.64 2.08
1.2		 40.6%
7.9%		 $130.48
6.2%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 6.8 6.1 8.1 8.2 6.6
MAR
$291.16
Consumer Cyclical		 30.8
Fwd: 25.8		 2.91 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.2 7.1 7.0 5.5 6.6
WST
$271.04
Healthcare		 40.1
Fwd: 34.8		 4.28 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 6.9 7.2 7.0 6.6
QCOM
$170.89
Technology		 34.9
Fwd: 13.5		 17.13 0.74
2.8		 23.3%
12.5%		 $11.97
7.0%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.0 6.8 5.7 6.5
AMZN
$244.41
Consumer Cyclical		 34.5
Fwd: 31.2		 1.72 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 6.7 6.1 8.2 7.1 6.5
EW
$83.39
Healthcare		 35.5
Fwd: 29.1		 3.61 0.07
4.0		 13.6%
23.5%		 $1.39
1.7%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.3 7.2 5.5 4.3 6.4
VRSN
$241.97
Technology		 28.2
Fwd: 24.6		 3.28 N/A
0.5		 N/A
49.9%		 $10.85
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.7 7.0 5.2 4.9 6.4
SHOP
$152.41
Technology		 111.6
Fwd: 83.2		 5.20 0.09
3.9		 15.7%
16.6%		 $1.46
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 6.8 7.1 5.9 6.3
MCD
$299.66
Consumer Cyclical		 25.6
Fwd: 22.6		 3.69 N/A
1.0		 N/A
32.0%		 $10.35
3.5%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.8 6.2 5.5 6.3
TXN
$160.55
Technology		 29.3
Fwd: 26.4		 2.38 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 7.0 5.8 3.3 6.3
CB
$287.55
Financial		 12.0
Fwd: 10.9		 1.44 0.31
0.4		 14.1%
16.5%		 $37.34
13.0%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 6.0 6.9 6.2 6.2
GD
$346.34
Industrials		 22.4
Fwd: 20.2		 1.99 0.40
1.4		 17.8%
8.2%		 $17.82
5.1%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 6.2 5.9 5.8 6.2
AME
$196.29
Industrials		 31.0
Fwd: 24.6		 3.93 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.1 6.7 6.5 4.9 6.1
KO
$70.55
Consumer Defensive		 23.4
Fwd: 21.9		 3.74 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 6.3 5.7 6.3 6.1
POOL
$252.01
Industrials		 23.0
Fwd: 21.7		 4.82 1.01
2.6		 29.2%
7.8%		 $10.59
4.2%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.2 7.8 6.4 6.1
SAP
$251.96
Technology		 37.7
Fwd: 30.2		 1.34 0.21
1.1		 16.3%
19.5%		 $6.33
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 7.9 7.1 6.0 0.5 6.1
ENPH
$30.22
Technology		 20.9
Fwd: 14.4		 11.81 1.24
2.0		 20.3%
12.9%		 $1.66
5.5%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.2 6.2 6.7 6.1
CME
$276.50
Financial		 26.8
Fwd: 23.9		 4.20 0.13
1.0		 13.3%
58.1%		 $11.33
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 6.7 6.2 5.9 6.1
PODD
$319.82
Healthcare		 92.8
Fwd: 52.0		 2.75 0.73
2.9		 19.7%
9.8%		 $5.62
1.8%		 22.9% 98.8% EPS: -40.5% | Sales: +27.1% 3.6 5.8 7.8 8.0 6.1
CRM
$239.88
Technology		 34.8
Fwd: 18.9		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.1 5.6 6.0 8.7 6.0
ONTO
$139.09
Technology		 34.4
Fwd: 24.4		 4.07 0.01
9.6		 10.5%
19.3%		 $4.87
3.5%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 6.1 6.9 6.3 6.0
BABA
$166.34
Consumer Cyclical		 19.4
Fwd: 17.4		 2.20 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 5.6 5.7 5.7 7.7 6.0
NKE
$61.09
Consumer Cyclical		 31.3
Fwd: 24.5		 2.63 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.5 5.9 6.2 6.5 6.0
AXP
$368.54
Financial		 24.8
Fwd: 21.1		 1.98 1.83
7.2		 33.7%
13.2%		 $27.48
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 5.9 5.8 7.0 6.2 6.0
SQ
$65.45
Technology		 14.0
Fwd: 19.0		 1.53 0.28
2.0		 14.3%
12.4%		 $1.74
2.7%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 8.1 5.7 6.0 N/A 6.0
ITW
$245.49
Industrials		 23.8
Fwd: 21.9		 33.09 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 6.5 7.4 4.1 5.9
EA
$200.60
Communication Services		 58.6
Fwd: 21.6		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 6.3 5.7 5.0 5.8
LIN
$420.51
Basic Materials		 28.2
Fwd: 23.5		 3.49 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.1 6.1 7.2 5.5 5.8
CHD
$86.86
Consumer Defensive		 27.4
Fwd: 23.2		 5.36 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 5.8 5.9 7.2 5.8
CMI
$473.34
Industrials		 24.6
Fwd: 18.7		 2.16 0.63
1.8		 23.8%
7.9%		 $16.53
3.5%		 7.7% 14.4% EPS: +53.4% | Sales: -1.8% 6.7 5.7 6.8 5.5 5.8
SPGI
$496.42
Financial		 36.1
Fwd: 25.1		 2.99 0.36
1.0		 12.6%
28.1%		 $18.03
3.6%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.2 5.5 5.8 8.3 5.8
BMRN
$51.46
Healthcare		 19.3
Fwd: 11.4		 0.58 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 5.5 5.7 4.9 5.8
ETN
$373.77
Industrials		 37.4
Fwd: 27.2		 2.94 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 4.4 6.2 7.0 4.3 5.8
DAL
$58.88
Industrials		 8.3
Fwd: 8.2		 0.84 1.11
0.4		 28.5%
7.4%		 $4.71
8.0%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.4 5.5 4.5 5.7
ROK
$373.49
Industrials		 48.8
Fwd: 27.9		 3.83 0.97
2.4		 24.2%
10.4%		 $12.08
3.2%		 5.7% -2.6% EPS: -3.3% | Sales: +1.0% 3.8 6.2 6.2 4.7 5.7
LMAT
$86.82
Healthcare		 42.2
Fwd: 34.2		 3.27 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.8 5.6 5.9 7.3 5.7
CAT
$563.10
Industrials		 28.9
Fwd: 25.4		 4.52 2.01
1.4		 46.3%
14.3%		 $16.15
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 6.2 8.0 4.1 5.6
SBUX
$85.57
Consumer Cyclical		 52.5
Fwd: 28.2		 2.77 N/A
0.7		 N/A
5.0%		 $2.15
2.5%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.7 5.3 6.5 7.3 5.6
WMT
$102.59
Consumer Defensive		 38.7
Fwd: 34.9		 4.10 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.7 5.9 6.8 5.6
TYL
$463.43
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 5.4 5.4 7.5 5.6
UNP
$221.48
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 6.1 6.0 2.5 5.5
BLK
$1082.20
Financial		 28.1
Fwd: 20.0		 2.32 0.27
4.0		 12.6%
25.9%		 $24.65
2.3%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.4 4.5 6.3 5.5
GDDY
$132.03
Technology		 22.8
Fwd: 18.4		 2.10 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.1 4.6 8.8 7.3 5.5
VICI
$30.34
Real Estate		 11.5
Fwd: 10.7		 2.57 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 5.1 5.3 7.1 5.5
EPAM
$175.30
Technology		 26.8
Fwd: 14.0		 3.09 0.04
3.0		 10.2%
7.0%		 $7.36
4.2%		 15.6% 11.6% EPS: -0.3% | Sales: +14.3% 4.7 4.9 5.2 8.2 5.4
CMCSA
$27.35
Communication Services		 4.5
Fwd: 6.5		 2.97 1.02
0.9		 24.7%
18.3%		 $5.76
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.2 5.3 5.7 5.7 5.4
PSA
$278.05
Real Estate		 28.9
Fwd: 26.7		 23.30 1.08
1.7		 20.0%
35.4%		 $16.69
6.0%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 5.3 6.2 6.8 5.3
TRI
$137.57
Industrials		 35.4
Fwd: 30.9		 3.51 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 3.7 6.5 6.2 0.5 5.3
UPS
$95.95
Industrials		 14.8
Fwd: 13.4		 12.89 1.85
1.3		 33.7%
6.2%		 $5.19
5.4%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.3 6.0 5.8 5.3
VRSK
$214.66
Industrials		 32.8
Fwd: 28.0		 3.71 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.2 8.8 5.0 5.2
WPM
$99.06
Basic Materials		 57.1
Fwd: 30.8		 1.76 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 5.5 6.2 6.2 0.5 5.2
BRO
$78.54
Financial		 23.6
Fwd: 16.7		 2.24 0.65
1.2		 10.5%
18.0%		 $3.81
4.8%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.3 4.5 5.7 8.3 5.2
ATEN
$17.23
Technology		 25.2
Fwd: 18.1		 3.71 1.11
3.6		 23.9%
17.8%		 $1.00
5.8%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.5 5.6 6.2 3.1 5.2
ETSY
$59.09
Consumer Cyclical		 41.3
Fwd: 23.3		 5.12 N/A
3.2		 N/A
6.4%		 $6.44
10.9%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.0 4.6 6.0 8.4 5.2
SNPS
$393.43
Technology		 30.8
Fwd: 28.0		 3.29 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.4 4.8 9.2 5.2
AMD
$233.54
Technology		 115.4
Fwd: 36.6		 2.74 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 4.4 4.6 6.0 8.1 5.2
NOC
$568.61
Industrials		 20.4
Fwd: 19.7		 3.32 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.7 4.9 7.2 6.0 5.2
TDY
$513.17
Technology		 29.7
Fwd: 21.7		 3.33 0.24
1.8		 8.1%
13.6%		 $22.11
4.3%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.5 4.8 5.2 7.0 5.2
DASH
$204.31
Consumer Cyclical		 103.8
Fwd: 57.9		 0.64 0.34
2.0		 10.1%
6.8%		 $4.87
2.4%		 64.7% N/A EPS: +570.4% | Sales: +24.5% 7.8 4.4 5.9 6.0 5.1
HEI
$323.02
Industrials		 70.8
Fwd: 60.7		 4.06 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 5.1 5.7 7.2 5.1
SE
$149.94
Consumer Cyclical		 76.1
Fwd: 30.4		 1.55 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 6.8 4.7 5.2 5.9 5.1
COP
$86.83
Energy		 12.3
Fwd: 13.6		 6.08 0.36
1.3		 15.4%
14.8%		 $5.68
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +8.4% 3.9 5.0 5.3 6.1 5.1
MKC
$65.04
Consumer Defensive		 22.5
Fwd: 20.4		 4.13 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 5.0 4.5 6.5 5.0
BSX
$100.02
Healthcare		 53.5
Fwd: 28.8		 3.31 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.3 4.9 5.1 6.1 5.0
LMT
$458.35
Industrials		 25.6
Fwd: 15.6		 2.15 3.59
1.1		 62.8%
5.7%		 $19.85
4.3%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 7.1 4.3 6.3 6.2 5.0
MTB
$185.86
Financial		 11.4
Fwd: 9.9		 0.90 0.52
0.4		 9.6%
19.8%		 $23.77
12.8%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 4.1 5.3 6.1 5.0
ICE
$149.00
Financial		 27.1
Fwd: 19.9		 2.40 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 4.5 5.3 6.9 5.0
HON
$194.07
Industrials		 20.4
Fwd: 19.0		 3.45 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.1 5.9 3.9 5.0
NDAQ
$87.24
Financial		 31.1
Fwd: 23.1		 2.18 0.80
1.0		 14.1%
19.9%		 $3.67
4.2%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 5.4 4.8 5.2 5.4 4.9
HD
$371.11
Consumer Cyclical		 25.2
Fwd: 22.8		 4.86 5.75
1.1		 193.9%
8.9%		 $14.30
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.7 7.2 5.8 4.9
IEX
$167.96
Industrials		 26.6
Fwd: 20.0		 5.47 0.48
2.9		 12.2%
14.0%		 $7.80
4.6%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 5.1 4.9 5.0 4.9
XOM
$117.22
Energy		 17.0
Fwd: 15.8		 3.56 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.5 5.2 5.7 3.8 4.9
XYL
$151.31
Industrials		 38.9
Fwd: 27.3		 2.98 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 4.4 4.7 5.2 6.3 4.9
BRK-B
$499.06
Financial		 16.0
Fwd: 23.0		 16.45 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.0 4.1 6.0 4.9
TDG
$1284.76
Industrials		 42.6
Fwd: 31.9		 3.83 N/A
3.1		 N/A
20.4%		 $33.83
2.6%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.8 4.7 5.5 6.3 4.9
TMO
$572.41
Healthcare		 33.1
Fwd: 23.3		 4.44 0.70
1.5		 13.1%
15.0%		 $16.27
2.8%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 4.5 5.5 6.9 4.9
RSG
$205.59
Industrials		 30.6
Fwd: 28.1		 3.93 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.0 4.6 6.3 6.3 4.9
SHW
$340.16
Basic Materials		 33.2
Fwd: 27.1		 4.27 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.6 7.7 6.5 4.9
UL
$61.47
Consumer Defensive		 25.2
Fwd: 17.0		 3.39 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.5 5.8 5.8 0.5 4.8
VMC
$287.30
Basic Materials		 34.1
Fwd: 29.2		 2.39 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 4.4 4.5 5.1 6.9 4.8
EMR
$129.49
Industrials		 32.0
Fwd: 18.3		 3.77 0.65
0.9		 10.9%
12.7%		 $4.74
3.7%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 4.3 5.0 4.7 4.2 4.8
MSI
$390.75
Technology		 31.4
Fwd: 24.0		 3.74 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.2 7.6 6.3 4.8
WDAY
$225.17
Technology		 104.1
Fwd: 21.3		 4.87 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 4.0 5.3 8.4 4.8
DIS
$110.74
Communication Services		 17.4
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 8.5 4.1 4.9 5.2 4.8
JPM
$314.21
Financial		 15.6
Fwd: 14.8		 1.95 3.06
1.1		 16.4%
20.4%		 $16.86
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.6 4.2 6.0 5.4 4.7
SLB
$36.66
Energy		 14.2
Fwd: 12.4		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 4.6 5.2 3.8 4.7
ECL
$256.13
Basic Materials		 36.8
Fwd: 30.2		 2.79 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 3.9 5.0 5.7 3.1 4.7
GS
$786.34
Financial		 16.0
Fwd: 14.2		 1.05 5.24
1.3		 13.6%
12.5%		 $190.86
24.3%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 4.2 6.0 3.8 4.7
FITB
$42.87
Financial		 12.8
Fwd: 12.0		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 4.1 5.0 3.8 4.6
KEYS
$180.87
Technology		 57.6
Fwd: 23.3		 4.85 0.49
3.6		 10.0%
10.4%		 $8.23
4.6%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 4.5 4.6 5.8 4.6
HOLX
$74.10
Healthcare		 29.8
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.14
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.2 4.6 4.8 4.6 4.6
ELF
$73.74
Consumer Defensive		 52.3
Fwd: 21.1		 5.91 0.80
2.7		 8.8%
5.9%		 $2.50
3.4%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 3.8 6.0 8.2 4.6
PWR
$445.01
Industrials		 66.0
Fwd: 35.8		 3.90 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.6 3.9 6.2 7.7 4.6
TRMB
$78.90
Technology		 53.7
Fwd: 22.9		 4.63 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 4.4 5.1 5.6 4.6
SMCI
$39.76
Technology		 31.8
Fwd: 13.0		 1.64 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.2 3.6 5.2 6.2 4.5
MDT
$92.20
Healthcare		 25.5
Fwd: 15.2		 4.31 0.60
2.0		 9.7%
13.6%		 $4.13
4.5%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 4.6 4.7 4.4 4.5
OKTA
$85.21
Technology		 100.5
Fwd: 23.6		 7.97 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 4.0 5.9 6.3 4.5
MS
$162.36
Financial		 16.7
Fwd: 15.4		 1.26 3.92
1.6		 15.2%
13.8%		 $6.51
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.1 4.6 3.9 4.5
SYK
$356.03
Healthcare		 46.8
Fwd: 23.8		 4.20 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 4.6 5.2 3.8 4.5
MLM
$610.64
Basic Materials		 32.2
Fwd: 28.2		 2.74 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.1 3.8 4.9 6.8 4.3
EXR
$133.18
Real Estate		 29.8
Fwd: 27.3		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
5.9%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 3.5 5.3 8.3 4.3
CSGP
$67.52
Real Estate		 1313.6
Fwd: 47.4		 37.45 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 3.7 5.5 8.4 4.3
COF
$217.82
Financial		 92.4
Fwd: 10.4		 4.22 0.45
2.1		 1.5%
1.7%		 $32.80
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 3.8 5.0 6.0 4.2
SOFI
$28.21
Financial		 51.0
Fwd: 46.7		 1.78 0.32
4.9		 8.6%
14.4%		 $1.30
4.6%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 5.5 3.7 5.9 5.1 4.2
ROP
$447.05
Technology		 30.8
Fwd: 20.7		 3.60 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.7 4.2 4.9 3.5 4.2
RTX
$176.97
Industrials		 36.3
Fwd: 26.0		 3.65 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.1 3.7 4.8 6.3 4.2
O
$56.87
Real Estate		 53.2
Fwd: 36.9		 2.97 0.74
2.2		 2.5%
17.1%		 $3.99
7.0%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 3.9 3.3 5.5 7.9 4.2
DHR
$209.94
Healthcare		 43.2
Fwd: 25.0		 5.81 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 3.8 4.9 5.5 4.1
HIMS
$41.03
Healthcare		 75.9
Fwd: 55.2		 3.43 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 3.3 3.6 6.8 6.0 4.1
SBAC
$197.40
Real Estate		 24.9
Fwd: 22.3		 2.70 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.8 5.0 3.4 4.0
DDOG
$191.24
Technology		 647.8
Fwd: 83.1		 41.08 0.37
3.6		 3.5%
3.3%		 $2.70
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.6% 2.0 3.5 5.5 6.5 4.0
TSLA
$429.52
Consumer Cyclical		 287.0
Fwd: 194.3		 32.39 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 3.3 5.6 7.5 4.0
CPNG
$28.88
Consumer Cyclical		 136.7
Fwd: 55.0		 1.07 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 2.6 5.6 5.7 3.9
IR
$77.50
Industrials		 57.5
Fwd: 21.7		 9.66 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 3.0 6.0 7.0 3.9
LHX
$290.66
Industrials		 31.2
Fwd: 23.4		 11.07 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 3.0 5.2 6.9 3.9
PEP
$142.95
Consumer Defensive		 27.2
Fwd: 16.7		 7.79 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.1 6.1 6.4 3.8
DLR
$169.89
Real Estate		 43.9
Fwd: 103.1		 4.87 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 3.1 4.8 5.8 3.5
KMI
$26.55
Energy		 21.8
Fwd: 19.4		 2.50 1.06
0.6		 8.9%
16.6%		 $1.12
4.2%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.3 3.3 4.8 2.8 3.4
ON
$47.83
Technology		 62.4
Fwd: 16.5		 70.93 0.46
5.2		 3.9%
5.2%		 $3.40
7.1%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 3.0 5.3 4.0 3.4
ORCL
$239.26
Technology		 55.4
Fwd: 29.9		 2.54 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 5.8 2.3 5.5 5.9 3.4
CELH
$41.52
Consumer Defensive		 437.1
Fwd: 27.8		 7.37 0.29
1.8		 3.1%
1.1%		 $0.82
2.0%		 78.3% 54.3% EPS: -64.7% | Sales: +55.1% 3.2 2.5 6.0 6.4 3.3
ABBV
$219.16
Healthcare		 165.4
Fwd: 15.3		 10.06 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 2.5 5.4 5.8 3.3
WM
$201.92
Industrials		 31.8
Fwd: 24.3		 3.40 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.1 2.4 6.0 5.2 3.2
GATX
$155.08
Industrials		 18.1
Fwd: 15.9		 1.93 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.2 4.5 4.5 3.2
ENB
$47.71
Energy		 23.5
Fwd: 20.8		 3.15 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 4.0 3.0 4.8 2.9 3.2
FIS
$64.78
Technology		 204.0
Fwd: 10.2		 20.99 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 2.8 5.0 3.9 3.2
CHTR
$219.86
Communication Services		 6.1
Fwd: 5.1		 0.52 6.24
0.4		 34.8%
9.3%		 $16.96
7.7%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.7 1.1 6.2 6.0 3.0
APD
$259.74
Basic Materials		 N/A
Fwd: 18.6		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -39.5% | Sales: -0.5% 5.2 2.4 4.5 3.2 2.9
AXON
$602.51
Industrials		 190.7
Fwd: 78.7		 10.91 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.3 5.0 4.6 2.7
AMT
$177.95
Real Estate		 28.4
Fwd: 25.6		 1.89 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.7 1.6 5.0 3.6 2.6
QSR
$67.74
Consumer Cyclical		 24.1
Fwd: 16.9		 2.58 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.1 1.1 5.2 6.0 2.6
ODD
$38.97
Technology		 21.8
Fwd: 17.4		 1.17 0.07
6.3		 30.4%
14.7%		 $2.33
6.0%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 8.8 9.9 10.0 7.9 9.5
EXEL
$40.81
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.5 9.6 8.6 8.2 9.2
ADBE
$326.95
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.93
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 8.2 9.7 8.8 9.2 9.1
DECK
$81.77
Consumer Cyclical		 12.1
Fwd: 11.9		 1.72 0.14
3.1		 43.3%
19.4%		 $6.72
8.2%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.8 9.4 9.4 9.5 9.0
CPRX
$21.39
Healthcare		 12.5
Fwd: 12.1		 1.18 0.00
6.6		 27.5%
37.6%		 $1.91
8.9%		 36.9% 34.3% EPS: +44.4% | Sales: +25.6% 8.5 9.4 9.3 6.8 9.0
APPF
$251.80
Technology		 45.2
Fwd: 39.5		 1.97 0.08
2.9		 44.7%
22.5%		 $5.89
2.3%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 6.4 9.7 9.6 9.3 8.9
ASML
$1016.96
Technology		 38.1
Fwd: 33.5		 1.68 0.14
1.3		 51.7%
29.4%		 $25.17
2.5%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 7.5 9.7 8.6 9.1 8.9
DUOL
$201.21
Technology		 25.6
Fwd: 45.3		 0.60 0.07
2.8		 36.2%
40.0%		 $7.74
3.8%		 60.3% N/A EPS: +318.9% | Sales: +39.9% 8.9 9.1 8.5 7.5 8.8
NVDA
$188.15
Technology		 53.5
Fwd: 28.2		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 7.3 9.5 9.0 8.9 8.8
PAYC
$162.15
Technology		 20.2
Fwd: 16.1		 1.87 0.05
1.1		 28.6%
22.6%		 $6.78
4.2%		 20.6% 23.6% EPS: -2.7% | Sales: +9.7% 7.9 9.2 8.4 9.8 8.7
PGR
$217.27
Financial		 11.9
Fwd: 13.2		 2.22 0.19
0.7		 34.2%
12.6%		 $29.09
13.4%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 6.0 9.3 9.4 9.4 8.6
MEDP
$589.15
Healthcare		 41.2
Fwd: 35.5		 3.03 0.49
0.6		 73.7%
18.4%		 $24.03
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 4.3 9.8 10.0 9.3 8.6
PINS
$27.09
Communication Services		 9.4
Fwd: 13.5		 0.45 0.04
8.4		 51.5%
49.0%		 $1.66
6.1%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 8.5 9.4 7.7 5.9 8.5
ANET
$134.65
Technology		 51.2
Fwd: 40.2		 2.44 0.00
3.2		 31.7%
39.7%		 $3.21
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 5.6 9.5 9.7 6.6 8.5
HALO
$68.24
Healthcare		 14.3
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.5 7.9 8.8 7.0 8.4
LRN
$72.01
Consumer Defensive		 11.1
Fwd: 9.2		 0.87 0.38
6.8		 23.0%
12.8%		 $8.61
12.0%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 9.4 7.9 9.5 4.7 8.4
QLYS
$149.73
Technology		 29.0
Fwd: 20.3		 3.42 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 4.8 9.9 9.1 7.8 8.4
QFIN
$22.28
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 8.7 8.7 7.7 7.4 8.3
GOOGL
$278.83
Communication Services		 27.5
Fwd: 25.0		 1.65 0.11
1.8		 35.5%
32.2%		 $6.09
2.2%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 7.2 9.0 8.0 8.6 8.3
RMD
$251.49
Healthcare		 25.7
Fwd: 20.8		 2.26 0.14
2.9		 25.4%
27.4%		 $12.11
4.8%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 6.3 8.9 8.8 9.1 8.3
YOU
$36.08
Technology		 18.9
Fwd: 28.1		 N/A 0.77
0.9		 130.9%
21.0%		 $2.21
6.1%		 32.0% N/A EPS: +135.7% | Sales: +17.8% 6.2 9.5 8.8 5.5 8.3
DXCM
$55.00
Healthcare		 30.6
Fwd: 22.1		 1.37 0.94
1.6		 30.6%
16.0%		 $2.72
5.0%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 7.9 7.6 9.5 8.8 8.2
MPWR
$958.26
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 7.3 8.9 8.2 7.4 8.2
NSSC
$42.14
Industrials		 34.3
Fwd: 27.5		 2.06 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 5.6 9.2 9.0 7.9 8.2
ABNB
$120.88
Consumer Cyclical		 29.2
Fwd: 25.1		 2.60 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 5.7 9.8 8.4 5.1 8.2
LRCX
$159.35
Technology		 35.1
Fwd: 28.6		 2.41 0.44
2.2		 62.3%
29.7%		 $4.42
2.8%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 6.4 9.3 8.4 4.9 8.1
TSM
$286.50
Technology		 29.4
Fwd: 23.0		 0.97 0.19
2.7		 34.9%
43.7%		 $5.89
2.1%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 9.2 8.7 8.2 0.5 8.1
FTNT
$81.79
Technology		 33.7
Fwd: 28.1		 3.12 1.35
1.0		 228.0%
28.6%		 $2.65
3.2%		 22.5% 42.9% EPS: +22.5% | Sales: +14.8% 4.9 8.9 9.2 9.4 8.1
MANH
$177.61
Technology		 50.5
Fwd: 32.7		 5.69 0.15
1.3		 73.6%
20.2%		 $5.53
3.1%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 9.9 9.1 6.1 8.1
BKNG
$4940.00
Consumer Cyclical		 32.1
Fwd: 18.6		 1.82 N/A
1.3		 N/A
19.4%		 $257.96
5.2%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 7.7 8.9 7.1 6.9 8.1
PYPL
$66.22
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.6 7.7 8.0 8.0 8.0
MSFT
$496.82
Technology		 35.4
Fwd: 26.5		 2.00 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 7.0 8.5 7.6 9.1 8.0
LULU
$166.13
Consumer Cyclical		 11.4
Fwd: 13.1		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.7%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 8.4 8.5 7.7 8.0
EXLS
$39.54
Technology		 26.8
Fwd: 18.1		 1.77 0.46
2.9		 26.0%
11.9%		 $1.81
4.6%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 7.9 7.5 8.8 7.9 8.0
V
$336.02
Financial		 33.2
Fwd: 23.2		 2.68 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 4.2 9.6 9.0 6.1 8.0
CARG
$33.34
Consumer Cyclical		 26.9
Fwd: 13.4		 1.36 0.45
3.0		 29.2%
14.1%		 $2.31
6.9%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 8.3 8.8 6.8 5.2 8.0
DT
$47.22
Technology		 28.3
Fwd: 25.7		 1.87 0.03
1.5		 20.6%
27.3%		 $1.58
3.3%		 25.5% N/A EPS: +207.4% | Sales: +18.5% 7.4 8.2 8.0 7.6 8.0
ACAD
$22.57
Healthcare		 14.5
Fwd: 30.7		 N/A 0.06
3.0		 35.0%
24.9%		 $1.17
5.2%		 23.1% N/A EPS: +100.8% | Sales: +12.7% 5.7 9.3 8.1 5.7 7.9
APP
$619.93
Communication Services		 78.1
Fwd: 42.5		 1.26 2.38
3.2		 230.7%
49.3%		 $9.92
1.6%		 36.5% 84.3% EPS: +135.0% | Sales: +28.7% 6.9 7.3 10.0 7.6 7.9
META
$621.71
Communication Services		 27.5
Fwd: 20.9		 2.28 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 6.0 8.7 8.2 8.4 7.9
NFLX
$1103.66
Communication Services		 46.1
Fwd: 34.1		 1.80 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 7.0 8.3 8.0 8.0 7.9
FICO
$1740.00
Technology		 65.5
Fwd: 34.8		 2.63 N/A
0.8		 N/A
32.8%		 $32.07
1.8%		 9.0% 27.4% EPS: +29.4% | Sales: +15.9% 5.5 8.9 8.1 8.2 7.9
KLAC
$1193.37
Technology		 37.5
Fwd: 28.6		 3.39 1.22
2.6		 99.2%
33.8%		 $29.47
2.5%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.9 9.0 8.9 7.1 7.9
PCTY
$141.88
Technology		 35.5
Fwd: 17.4		 3.52 0.12
1.0		 20.4%
13.8%		 $7.33
5.2%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 4.5 8.5 9.2 9.1 7.8
DOCS
$54.29
Healthcare		 46.6
Fwd: 31.6		 4.29 0.01
6.4		 24.2%
39.9%		 $1.53
2.8%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 9.3 9.7 7.2 7.8
MLI
$107.09
Industrials		 16.0
Fwd: 13.9		 N/A 0.01
4.8		 26.1%
18.1%		 $6.10
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 8.4 8.4 4.5 7.7
ADP
$254.16
Technology		 25.1
Fwd: 21.2		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 5.7 9.0 7.3 7.3 7.7
GILD
$118.84
Healthcare		 18.4
Fwd: 13.7		 0.70 1.16
1.5		 40.6%
27.9%		 $7.55
6.4%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 9.5 8.0 6.2 4.5 7.7
CHKP
$200.29
Technology		 21.9
Fwd: 19.0		 2.65 0.00
1.2		 34.2%
37.6%		 $10.93
5.5%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 5.6 9.8 6.2 5.2 7.6
IDXX
$708.45
Healthcare		 56.2
Fwd: 49.3		 3.65 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 3.5 9.2 8.4 7.7 7.6
USLM
$115.70
Basic Materials		 25.4
Fwd: 23.9		 2.23 0.01
19.0		 24.3%
35.8%		 $3.64
3.1%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 5.5 8.3 8.4 7.0 7.6
AMAT
$230.07
Technology		 27.4
Fwd: 24.1		 3.48 0.35
2.5		 35.6%
23.9%		 $7.31
3.2%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.9 8.7 8.0 6.9 7.5
ABT
$126.36
Healthcare		 15.8
Fwd: 22.3		 1.53 0.25
1.7		 30.6%
31.7%		 $3.98
3.1%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 7.5 8.1 6.9 6.0 7.5
DPZ
$410.18
Consumer Cyclical		 24.0
Fwd: 21.0		 2.81 N/A
1.6		 N/A
12.2%		 $18.69
4.6%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 5.7 8.7 7.3 6.9 7.5
ADSK
$297.18
Technology		 61.6
Fwd: 26.3		 3.89 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 4.6 8.0 8.8 8.9 7.5
MA
$551.97
Financial		 35.3
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 4.5 8.9 7.9 6.7 7.5
APH
$139.09
Technology		 46.4
Fwd: 35.6		 1.39 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 7.1 7.5 7.3 7.2 7.3
AAPL
$268.47
Technology		 36.0
Fwd: 29.8		 3.59 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.9 8.8 7.4 5.3 7.3
MNST
$69.73
Consumer Defensive		 43.5
Fwd: 31.8		 3.05 0.00
3.5		 24.1%
20.5%		 $1.90
2.7%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 3.3 8.7 8.4 7.5 7.3
SCHW
$95.24
Financial		 22.3
Fwd: 17.1		 0.85 0.56
1.2		 17.0%
28.6%		 $21.69
22.8%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.7 7.0 6.8 6.5 7.3
CTAS
$185.07
Industrials		 41.1
Fwd: 34.5		 3.92 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.9 8.5 8.2 7.6 7.3
GWW
$955.04
Industrials		 26.7
Fwd: 21.9		 3.67 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.9 7.9 8.3 7.9 7.3
ULTA
$517.79
Consumer Cyclical		 19.9
Fwd: 19.1		 3.42 0.88
1.4		 48.5%
10.3%		 $21.23
4.1%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.9 8.2 8.0 6.9 7.3
AZO
$3718.26
Consumer Cyclical		 25.7
Fwd: 20.4		 2.12 N/A
0.9		 N/A
13.2%		 $107.62
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 7.0 7.2 7.5 7.3 7.3
HOOD
$130.36
Financial		 54.1
Fwd: 53.6		 2.47 2.27
1.2		 27.8%
51.9%		 N/A
N/A		 60.7% N/A EPS: +315.2% | Sales: +73.5% 4.1 8.9 8.1 4.2 7.3
LOW
$233.16
Consumer Cyclical		 19.2
Fwd: 17.6		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 5.8 8.1 7.6 5.4 7.3
BMI
$187.87
Technology		 40.0
Fwd: 34.5		 3.62 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 4.5 8.2 8.7 4.7 7.2
CB
$287.55
Financial		 12.0
Fwd: 10.9		 1.44 0.31
0.4		 14.1%
16.5%		 $37.34
13.0%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 8.0 6.8 7.6 6.2 7.2
ZM
$81.69
Technology		 21.5
Fwd: 13.8		 5.16 0.01
4.4		 13.6%
25.0%		 $6.17
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 8.0 8.8 6.7 7.2
CPRT
$40.51
Industrials		 25.5
Fwd: 21.4		 2.41 0.01
8.2		 18.6%
33.4%		 $1.27
3.1%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 6.1 7.2 8.1 7.7 7.2
ROL
$58.61
Consumer Cyclical		 55.0
Fwd: 46.7		 4.49 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 8.5 8.8 7.4 7.2
MELI
$2108.60
Consumer Cyclical		 51.5
Fwd: 34.3		 1.64 2.08
1.2		 40.6%
7.9%		 $130.48
6.2%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 6.8 6.4 8.7 8.2 7.2
TT
$434.50
Industrials		 33.4
Fwd: 29.4		 2.34 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 5.5 8.0 7.3 7.0 7.2
JKHY
$160.80
Technology		 24.4
Fwd: 23.1		 3.75 0.01
1.1		 23.4%
19.9%		 $8.20
5.1%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 4.4 8.6 7.0 7.0 7.2
WRB
$74.97
Financial		 15.8
Fwd: 16.1		 2.46 0.32
0.4		 20.9%
13.0%		 $8.64
11.5%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 5.4 7.3 8.6 7.0 7.2
ZTS
$120.24
Healthcare		 20.3
Fwd: 17.6		 2.51 1.35
3.6		 49.9%
28.2%		 $5.08
4.2%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 5.6 7.9 7.2 7.7 7.2
NVMI
$307.59
Technology		 40.4
Fwd: 32.0		 2.38 0.75
4.6		 23.6%
28.7%		 $7.81
2.5%		 24.5% 35.3% EPS: +51.2% | Sales: +39.4% 6.4 6.9 8.5 6.2 7.1
PTC
$176.11
Technology		 28.7
Fwd: 20.5		 3.79 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +96.6% | Sales: +19.2% 5.0 7.5 8.1 7.8 7.1
BMRN
$51.46
Healthcare		 19.3
Fwd: 11.4		 0.58 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.7 6.3 6.7 4.9 7.1
CMG
$30.59
Consumer Cyclical		 27.0
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 4.8 7.0 9.1 7.7 7.1
AWI
$188.71
Industrials		 27.0
Fwd: 22.4		 1.85 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 7.3 8.0 5.5 6.0 7.0
COST
$922.74
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 7.7 9.1 8.9 7.0
REGN
$657.53
Healthcare		 15.7
Fwd: 15.4		 4.51 0.09
4.1		 15.2%
32.1%		 $40.17
6.1%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 7.9 8.1 8.4 7.0
INTU
$648.85
Technology		 47.3
Fwd: 24.7		 3.37 0.34
1.4		 20.3%
20.6%		 $21.82
3.4%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 4.5 7.5 7.7 8.9 7.0
JNJ
$186.57
Healthcare		 18.0
Fwd: 16.2		 2.44 0.58
1.1		 33.6%
27.3%		 $8.13
4.4%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 6.2 8.3 5.5 5.7 6.9
MCO
$487.98
Financial		 39.2
Fwd: 30.0		 2.93 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 4.2 8.6 6.6 6.8 6.9
ILMN
$121.90
Healthcare		 27.3
Fwd: 24.4		 2.52 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 5.7 7.8 7.0 4.8 6.9
VEEV
$294.86
Healthcare		 60.5
Fwd: 34.9		 4.28 0.01
5.6		 13.7%
27.3%		 $8.10
2.7%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 7.9 8.6 7.7 6.9
CTSH
$73.20
Technology		 17.0
Fwd: 13.1		 1.95 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 7.6 7.5 5.3 5.8 6.8
FAST
$40.85
Industrials		 38.3
Fwd: 33.6		 3.83 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 3.8 8.4 6.3 8.5 6.8
GGG
$81.65
Industrials		 27.9
Fwd: 25.7		 3.66 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 4.0 8.6 6.3 6.3 6.8
NOW
$861.87
Technology		 104.2
Fwd: 42.2		 5.04 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 7.6 8.5 7.5 6.8
FSLR
$267.64
Technology		 20.6
Fwd: 11.9		 0.64 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.7 6.7 4.8 4.6 6.8
HLT
$273.32
Consumer Cyclical		 39.6
Fwd: 30.1		 2.91 N/A
0.7		 N/A
14.2%		 $10.28
3.8%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 4.4 7.8 6.9 6.5 6.7
ORLY
$97.09
Consumer Cyclical		 33.6
Fwd: 29.3		 3.21 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 4.0 7.7 7.1 8.2 6.7
MKTX
$167.27
Financial		 28.1
Fwd: 20.7		 3.48 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.9 8.4 6.3 6.6 6.7
PAYX
$111.96
Technology		 25.1
Fwd: 19.0		 3.25 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 5.0 7.9 5.8 8.1 6.7
BR
$221.72
Technology		 28.4
Fwd: 21.7		 2.95 1.32
0.9		 38.2%
13.1%		 $11.04
5.0%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 5.9 7.0 6.8 7.1 6.7
CINF
$164.64
Financial		 12.2
Fwd: 19.4		 1.95 0.06
0.6		 14.5%
17.6%		 $17.90
10.9%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 6.1 7.4 5.6 7.1 6.6
DOCU
$69.70
Technology		 52.6
Fwd: 17.2		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 7.8 7.1 6.5 6.6
AVGO
$349.43
Technology		 89.3
Fwd: 37.5		 2.52 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 4.7 7.0 7.3 7.2 6.6
AXP
$368.54
Financial		 24.8
Fwd: 21.1		 1.98 1.83
7.2		 33.7%
13.2%		 $27.48
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 5.9 6.7 7.0 6.2 6.5
SAP
$251.96
Technology		 37.7
Fwd: 30.2		 1.34 0.21
1.1		 16.3%
19.5%		 $6.33
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 7.9 7.4 5.5 0.5 6.5
DASH
$204.31
Consumer Cyclical		 103.8
Fwd: 57.9		 0.64 0.34
2.0		 10.1%
6.8%		 $4.87
2.4%		 64.7% N/A EPS: +570.4% | Sales: +24.5% 7.8 5.5 7.4 6.0 6.5
CRM
$239.88
Technology		 34.8
Fwd: 18.9		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 5.1 6.4 7.4 8.7 6.5
PH
$844.01
Industrials		 30.1
Fwd: 25.9		 3.50 0.75
1.1		 27.3%
18.2%		 $26.75
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: +0.2% 4.0 7.1 7.8 6.5 6.5
ONTO
$139.09
Technology		 34.4
Fwd: 24.4		 4.07 0.01
9.6		 10.5%
19.3%		 $4.87
3.5%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 6.8 8.5 6.3 6.5
PODD
$319.82
Healthcare		 92.8
Fwd: 52.0		 2.75 0.73
2.9		 19.7%
9.8%		 $5.62
1.8%		 22.9% 98.8% EPS: -40.5% | Sales: +27.1% 3.6 6.5 8.8 8.0 6.5
PANW
$212.29
Technology		 132.7
Fwd: 49.2		 9.83 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 7.8 6.9 8.2 6.5
AMZN
$244.41
Consumer Cyclical		 34.5
Fwd: 31.2		 1.72 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 6.7 5.3 8.0 7.1 6.4
GD
$346.34
Industrials		 22.4
Fwd: 20.2		 1.99 0.40
1.4		 17.8%
8.2%		 $17.82
5.1%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 7.1 6.8 5.4 5.8 6.4
ISRG
$560.00
Healthcare		 74.1
Fwd: 57.8		 4.95 0.00
4.7		 16.9%
28.6%		 $6.41
1.1%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 8.1 7.1 6.0 6.4
MTB
$185.86
Financial		 11.4
Fwd: 9.9		 0.90 0.52
0.4		 9.6%
19.8%		 $23.77
12.8%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 9.3 5.2 5.9 6.1 6.4
CDNS
$325.05
Technology		 83.9
Fwd: 40.3		 5.22 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 7.4 6.6 8.8 6.3
GS
$786.34
Financial		 16.0
Fwd: 14.2		 1.05 5.24
1.3		 13.6%
12.5%		 $190.86
24.3%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 8.1 5.3 7.1 3.8 6.3
GDDY
$132.03
Technology		 22.8
Fwd: 18.4		 2.10 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 7.1 4.8 7.9 7.3 6.3
MAR
$291.16
Consumer Cyclical		 30.8
Fwd: 25.8		 2.91 N/A
0.5		 N/A
10.1%		 $7.18
2.5%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 5.2 6.5 6.9 5.5 6.2
WST
$271.04
Healthcare		 40.1
Fwd: 34.8		 4.28 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 7.2 7.0 7.0 6.2
QCOM
$170.89
Technology		 34.9
Fwd: 13.5		 17.13 0.74
2.8		 23.3%
12.5%		 $11.97
7.0%		 13.5% 2.1% EPS: -45.4% | Sales: +13.7% 3.9 7.5 6.3 5.7 6.2
POOL
$252.01
Industrials		 23.0
Fwd: 21.7		 4.82 1.01
2.6		 29.2%
7.8%		 $10.59
4.2%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 6.4 7.5 6.4 6.1
SHOP
$152.41
Technology		 111.6
Fwd: 83.2		 5.20 0.09
3.9		 15.7%
16.6%		 $1.46
1.0%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 7.3 7.9 5.9 6.1
TJX
$144.61
Consumer Cyclical		 33.0
Fwd: 28.5		 3.48 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 4.3 7.3 6.0 4.9 6.1
CMI
$473.34
Industrials		 24.6
Fwd: 18.7		 2.16 0.63
1.8		 23.8%
7.9%		 $16.53
3.5%		 7.7% 14.4% EPS: +53.4% | Sales: -1.8% 6.7 5.9 6.0 5.5 6.1
SQ
$65.45
Technology		 14.0
Fwd: 19.0		 1.53 0.28
2.0		 14.3%
12.4%		 $1.74
2.7%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 8.1 5.7 6.7 N/A 6.1
DAL
$58.88
Industrials		 8.3
Fwd: 8.2		 0.84 1.11
0.4		 28.5%
7.4%		 $4.71
8.0%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.3 5.2 4.9 4.5 6.0
SBUX
$85.57
Consumer Cyclical		 52.5
Fwd: 28.2		 2.77 N/A
0.7		 N/A
5.0%		 $2.15
2.5%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.7 6.0 7.0 7.3 6.0
AMD
$233.54
Technology		 115.4
Fwd: 36.6		 2.74 0.06
2.3		 5.3%
10.3%		 $3.35
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 4.4 5.6 7.7 8.1 6.0
AME
$196.29
Industrials		 31.0
Fwd: 24.6		 3.93 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 4.1 7.0 6.2 4.9 6.0
VRSN
$241.97
Technology		 28.2
Fwd: 24.6		 3.28 N/A
0.5		 N/A
49.9%		 $10.85
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 4.7 7.4 5.0 4.9 6.0
ROST
$161.08
Consumer Cyclical		 25.6
Fwd: 23.4		 4.35 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 7.2 6.0 5.1 6.0
WPM
$99.06
Basic Materials		 57.1
Fwd: 30.8		 1.76 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 5.5 6.4 7.2 0.5 6.0
SPGI
$496.42
Financial		 36.1
Fwd: 25.1		 2.99 0.36
1.0		 12.6%
28.1%		 $18.03
3.6%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 4.2 6.2 6.5 8.3 6.0
FITB
$42.87
Financial		 12.8
Fwd: 12.0		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.9 5.2 5.2 3.8 6.0
BRO
$78.54
Financial		 23.6
Fwd: 16.7		 2.24 0.65
1.2		 10.5%
18.0%		 $3.81
4.8%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 5.3 5.2 7.3 8.3 6.0
ENPH
$30.22
Technology		 20.9
Fwd: 14.4		 11.81 1.24
2.0		 20.3%
12.9%		 $1.66
5.5%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 6.6 6.2 6.7 5.9
LMAT
$86.82
Healthcare		 42.2
Fwd: 34.2		 3.27 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.8 6.1 7.0 7.3 5.9
TXN
$160.55
Technology		 29.3
Fwd: 26.4		 2.38 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 6.3 6.6 4.9 3.3 5.9
CHD
$86.86
Consumer Defensive		 27.4
Fwd: 23.2		 5.36 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 6.5 6.1 7.2 5.9
ETSY
$59.09
Consumer Cyclical		 41.3
Fwd: 23.3		 5.12 N/A
3.2		 N/A
6.4%		 $6.44
10.9%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.0 5.4 7.7 8.4 5.9
NKE
$61.09
Consumer Cyclical		 31.3
Fwd: 24.5		 2.63 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 5.5 6.2 5.5 6.5 5.9
LIN
$420.51
Basic Materials		 28.2
Fwd: 23.5		 3.49 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 4.1 6.2 7.0 5.5 5.8
SE
$149.94
Consumer Cyclical		 76.1
Fwd: 30.4		 1.55 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 6.8 5.0 6.4 5.9 5.8
VICI
$30.34
Real Estate		 11.5
Fwd: 10.7		 2.57 0.64
1.1		 10.4%
70.2%		 $2.30
7.6%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 5.3 5.3 6.9 7.1 5.8
EPAM
$175.30
Technology		 26.8
Fwd: 14.0		 3.09 0.04
3.0		 10.2%
7.0%		 $7.36
4.2%		 15.6% 11.6% EPS: -0.3% | Sales: +14.3% 4.7 5.9 6.0 8.2 5.8
DIS
$110.74
Communication Services		 17.4
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 8.5 5.0 4.9 5.2 5.8
PSA
$278.05
Real Estate		 28.9
Fwd: 26.7		 23.30 1.08
1.7		 20.0%
35.4%		 $16.69
6.0%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 6.0 7.5 6.8 5.8
EW
$83.39
Healthcare		 35.5
Fwd: 29.1		 3.61 0.07
4.0		 13.6%
23.5%		 $1.39
1.7%		 4.6% -2.4% EPS: +65.6% | Sales: +0.2% 4.3 7.2 4.9 4.3 5.8
ROK
$373.49
Industrials		 48.8
Fwd: 27.9		 3.83 0.97
2.4		 24.2%
10.4%		 $12.08
3.2%		 5.7% -2.6% EPS: -3.3% | Sales: +1.0% 3.8 6.8 6.0 4.7 5.8
MCD
$299.66
Consumer Cyclical		 25.6
Fwd: 22.6		 3.69 N/A
1.0		 N/A
32.0%		 $10.35
3.5%		 3.9% 7.7% EPS: +2.9% | Sales: +1.3% 4.5 6.5 5.6 5.5 5.7
ETN
$373.77
Industrials		 37.4
Fwd: 27.2		 2.94 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 4.4 6.2 6.4 4.3 5.7
EA
$200.60
Communication Services		 58.6
Fwd: 21.6		 4.25 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 7.0 5.5 5.0 5.7
CME
$276.50
Financial		 26.8
Fwd: 23.9		 4.20 0.13
1.0		 13.3%
58.1%		 $11.33
4.1%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 7.0 6.3 5.9 5.7
JPM
$314.21
Financial		 15.6
Fwd: 14.8		 1.95 3.06
1.1		 16.4%
20.4%		 $16.86
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 6.6 4.8 6.5 5.4 5.7
ICE
$149.00
Financial		 27.1
Fwd: 19.9		 2.40 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 5.4 5.3 5.9 6.9 5.6
SOFI
$28.21
Financial		 51.0
Fwd: 46.7		 1.78 0.32
4.9		 8.6%
14.4%		 $1.30
4.6%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 5.5 4.7 7.4 5.1 5.6
UNP
$221.48
Industrials		 18.8
Fwd: 17.4		 2.48 1.90
0.8		 41.6%
28.7%		 $10.14
4.6%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 6.2 5.9 5.5 2.5 5.6
SMCI
$39.76
Technology		 31.8
Fwd: 13.0		 1.64 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 8.2 3.8 6.3 6.2 5.6
TYL
$463.43
Technology		 64.5
Fwd: 36.9		 4.46 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 6.3 6.0 7.5 5.6
LMT
$458.35
Industrials		 25.6
Fwd: 15.6		 2.15 3.59
1.1		 62.8%
5.7%		 $19.85
4.3%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 7.1 4.7 5.6 6.2 5.6
BABA
$166.34
Consumer Cyclical		 19.4
Fwd: 17.4		 2.20 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 5.6 5.2 5.6 7.7 5.6
ELF
$73.74
Consumer Defensive		 52.3
Fwd: 21.1		 5.91 0.80
2.7		 8.8%
5.9%		 $2.50
3.4%		 36.0% 40.4% EPS: -25.0% | Sales: +13.8% 4.0 4.8 7.7 8.2 5.6
CPNG
$28.88
Consumer Cyclical		 136.7
Fwd: 55.0		 1.07 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 7.8 3.8 6.6 5.7 5.6
NDAQ
$87.24
Financial		 31.1
Fwd: 23.1		 2.18 0.80
1.0		 14.1%
19.9%		 $3.67
4.2%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 5.4 5.6 5.6 5.4 5.5
VRSK
$214.66
Industrials		 32.8
Fwd: 28.0		 3.71 12.98
1.2		 270.5%
30.4%		 $8.01
3.7%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 4.0 5.1 7.8 5.0 5.5
OKTA
$85.21
Technology		 100.5
Fwd: 23.6		 7.97 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 5.1 7.4 6.3 5.5
TDY
$513.17
Technology		 29.7
Fwd: 21.7		 3.33 0.24
1.8		 8.1%
13.6%		 $22.11
4.3%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.5 5.8 5.3 7.0 5.5
CMCSA
$27.35
Communication Services		 4.5
Fwd: 6.5		 2.97 1.02
0.9		 24.7%
18.3%		 $5.76
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 5.2 5.8 5.0 5.7 5.5
PWR
$445.01
Industrials		 66.0
Fwd: 35.8		 3.90 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.6 4.9 7.5 7.7 5.5
ITW
$245.49
Industrials		 23.8
Fwd: 21.9		 33.09 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 6.0 6.2 4.1 5.4
ATEN
$17.23
Technology		 25.2
Fwd: 18.1		 3.71 1.11
3.6		 23.9%
17.8%		 $1.00
5.8%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 4.5 6.2 5.5 3.1 5.4
RSG
$205.59
Industrials		 30.6
Fwd: 28.1		 3.93 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 4.0 5.3 6.6 6.3 5.4
BSX
$100.02
Healthcare		 53.5
Fwd: 28.8		 3.31 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 4.3 5.7 5.5 6.1 5.4
SLB
$36.66
Energy		 14.2
Fwd: 12.4		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 5.4 5.1 3.8 5.3
TRI
$137.57
Industrials		 35.4
Fwd: 30.9		 3.51 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.5% | Sales: +3.0% 3.7 6.8 5.5 0.5 5.3
XOM
$117.22
Energy		 17.0
Fwd: 15.8		 3.56 0.16
1.1		 11.3%
9.2%		 $5.64
4.8%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.5 5.7 5.9 3.8 5.3
TDG
$1284.76
Industrials		 42.6
Fwd: 31.9		 3.83 N/A
3.1		 N/A
20.4%		 $33.83
2.6%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.8 5.2 6.5 6.3 5.3
CAT
$563.10
Industrials		 28.9
Fwd: 25.4		 4.52 2.01
1.4		 46.3%
14.3%		 $16.15
2.9%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 5.7 6.9 4.1 5.3
SNPS
$393.43
Technology		 30.8
Fwd: 28.0		 3.29 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 4.8 4.6 5.8 9.2 5.3
TMO
$572.41
Healthcare		 33.1
Fwd: 23.3		 4.44 0.70
1.5		 13.1%
15.0%		 $16.27
2.8%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 5.1 6.2 6.9 5.3
BLK
$1082.20
Financial		 28.1
Fwd: 20.0		 2.32 0.27
4.0		 12.6%
25.9%		 $24.65
2.3%		 7.0% 8.1% EPS: -3.9% | Sales: +15.8% 5.4 5.6 4.3 6.3 5.3
XYL
$151.31
Industrials		 38.9
Fwd: 27.3		 2.98 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 4.4 5.2 5.9 6.3 5.2
KO
$70.55
Consumer Defensive		 23.4
Fwd: 21.9		 3.74 1.52
1.2		 45.1%
27.3%		 $1.29
1.8%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 4.8 5.5 4.9 6.3 5.2
MSI
$390.75
Technology		 31.4
Fwd: 24.0		 3.74 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 4.8 4.3 6.8 6.3 5.2
WDAY
$225.17
Technology		 104.1
Fwd: 21.3		 4.87 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 5.0 5.9 8.4 5.2
MS
$162.36
Financial		 16.7
Fwd: 15.4		 1.26 3.92
1.6		 15.2%
13.8%		 $6.51
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 7.6 4.5 4.5 3.9 5.2
HEI
$323.02
Industrials		 70.8
Fwd: 60.7		 4.06 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 6.0 6.0 7.2 5.2
IR
$77.50
Industrials		 57.5
Fwd: 21.7		 9.66 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 4.3 7.5 7.0 5.2
IEX
$167.96
Industrials		 26.6
Fwd: 20.0		 5.47 0.48
2.9		 12.2%
14.0%		 $7.80
4.6%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 5.9 4.9 5.0 5.2
WMT
$102.59
Consumer Defensive		 38.7
Fwd: 34.9		 4.10 0.72
0.8		 24.5%
3.1%		 $1.73
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 5.7 5.6 6.8 5.1
UPS
$95.95
Industrials		 14.8
Fwd: 13.4		 12.89 1.85
1.3		 33.7%
6.2%		 $5.19
5.4%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 5.3 5.5 5.8 5.1
HON
$194.07
Industrials		 20.4
Fwd: 19.0		 3.45 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 5.0 5.1 5.4 3.9 5.1
UL
$61.47
Consumer Defensive		 25.2
Fwd: 17.0		 3.39 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 4.5 6.1 5.1 0.5 5.1
COP
$86.83
Energy		 12.3
Fwd: 13.6		 6.08 0.36
1.3		 15.4%
14.8%		 $5.68
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +8.4% 3.9 5.5 5.0 6.1 5.1
O
$56.87
Real Estate		 53.2
Fwd: 36.9		 2.97 0.74
2.2		 2.5%
17.1%		 $3.99
7.0%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 3.9 4.5 6.4 7.9 5.1
HOLX
$74.10
Healthcare		 29.8
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.14
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 4.2 5.6 5.0 4.6 5.0
VMC
$287.30
Basic Materials		 34.1
Fwd: 29.2		 2.39 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 4.4 5.1 5.0 6.9 5.0
EXR
$133.18
Real Estate		 29.8
Fwd: 27.3		 3.54 1.00
1.2		 6.9%
28.4%		 $7.81
5.9%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 4.0 4.4 6.0 8.3 5.0
SHW
$340.16
Basic Materials		 33.2
Fwd: 27.1		 4.27 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 4.6 7.1 6.5 5.0
TRMB
$78.90
Technology		 53.7
Fwd: 22.9		 4.63 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -75.4% | Sales: -0.9% 3.9 5.1 5.7 5.6 5.0
EMR
$129.49
Industrials		 32.0
Fwd: 18.3		 3.77 0.65
0.9		 10.9%
12.7%		 $4.74
3.7%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 4.3 5.6 4.6 4.2 5.0
NOC
$568.61
Industrials		 20.4
Fwd: 19.7		 3.32 1.09
1.1		 26.1%
9.8%		 $12.85
2.3%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.7 4.2 6.1 6.0 4.9
COF
$217.82
Financial		 92.4
Fwd: 10.4		 4.22 0.45
2.1		 1.5%
1.7%		 $32.80
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 5.0 5.2 6.0 4.9
ROP
$447.05
Technology		 30.8
Fwd: 20.7		 3.60 0.47
0.6		 8.2%
20.3%		 $22.86
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.7 5.2 4.9 3.5 4.9
SYK
$356.03
Healthcare		 46.8
Fwd: 23.8		 4.20 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 5.4 5.2 3.8 4.9
CSGP
$67.52
Real Estate		 1313.6
Fwd: 47.4		 37.45 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 4.9 6.4 8.4 4.9
HD
$371.11
Consumer Cyclical		 25.2
Fwd: 22.8		 4.86 5.75
1.1		 193.9%
8.9%		 $14.30
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 4.4 6.4 5.8 4.9
KEYS
$180.87
Technology		 57.6
Fwd: 23.3		 4.85 0.49
3.6		 10.0%
10.4%		 $8.23
4.6%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 5.4 4.3 5.8 4.8
MLM
$610.64
Basic Materials		 32.2
Fwd: 28.2		 2.74 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 4.1 4.5 5.5 6.8 4.8
ECL
$256.13
Basic Materials		 36.8
Fwd: 30.2		 2.79 0.91
1.7		 21.7%
12.5%		 $5.48
2.1%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 3.9 5.3 5.2 3.1 4.8
MKC
$65.04
Consumer Defensive		 22.5
Fwd: 20.4		 4.13 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 5.2 4.4 6.5 4.8
CHTR
$219.86
Communication Services		 6.1
Fwd: 5.1		 0.52 6.24
0.4		 34.8%
9.3%		 $16.96
7.7%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.7 1.4 6.0 6.0 4.8
MDT
$92.20
Healthcare		 25.5
Fwd: 15.2		 4.31 0.60
2.0		 9.7%
13.6%		 $4.13
4.5%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 5.3 4.6 4.4 4.8
CELH
$41.52
Consumer Defensive		 437.1
Fwd: 27.8		 7.37 0.29
1.8		 3.1%
1.1%		 $0.82
2.0%		 78.3% 54.3% EPS: -64.7% | Sales: +55.1% 3.2 3.7 7.5 6.4 4.7
HIMS
$41.03
Healthcare		 75.9
Fwd: 55.2		 3.43 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 3.3 4.1 6.7 6.0 4.7
TSLA
$429.52
Consumer Cyclical		 287.0
Fwd: 194.3		 32.39 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 2.0 4.5 6.6 7.5 4.7
DHR
$209.94
Healthcare		 43.2
Fwd: 25.0		 5.81 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 4.8 4.9 5.5 4.7
ON
$47.83
Technology		 62.4
Fwd: 16.5		 70.93 0.46
5.2		 3.9%
5.2%		 $3.40
7.1%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 4.2 6.1 4.0 4.7
DDOG
$191.24
Technology		 647.8
Fwd: 83.1		 41.08 0.37
3.6		 3.5%
3.3%		 $2.70
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.6% 2.0 4.6 6.4 6.5 4.6
LHX
$290.66
Industrials		 31.2
Fwd: 23.4		 11.07 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 3.9 5.8 6.9 4.6
SBAC
$197.40
Real Estate		 24.9
Fwd: 22.3		 2.70 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 5.2 3.5 6.2 3.4 4.6
RTX
$176.97
Industrials		 36.3
Fwd: 26.0		 3.65 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 4.1 4.1 5.2 6.3 4.5
BRK-B
$499.06
Financial		 16.0
Fwd: 23.0		 16.45 0.22
5.9		 10.2%
18.1%		 $8.96
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 5.3 3.8 6.0 4.5
PEP
$142.95
Consumer Defensive		 27.2
Fwd: 16.7		 7.79 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 3.4 6.2 6.4 4.4
FIS
$64.78
Technology		 204.0
Fwd: 10.2		 20.99 0.94
0.5		 1.1%
1.7%		 $3.87
6.0%		 -0.4% 16.5% EPS: -76.0% | Sales: +4.3% 4.1 3.9 5.4 3.9 4.3
ABBV
$219.16
Healthcare		 165.4
Fwd: 15.3		 10.06 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 3.5 6.0 5.8 4.3
GATX
$155.08
Industrials		 18.1
Fwd: 15.9		 1.93 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 7.5 2.4 4.6 4.5 4.2
KMI
$26.55
Energy		 21.8
Fwd: 19.4		 2.50 1.06
0.6		 8.9%
16.6%		 $1.12
4.2%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 4.3 3.9 5.0 2.8 4.2
AMT
$177.95
Real Estate		 28.4
Fwd: 25.6		 1.89 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 6.7 2.3 5.2 3.6 4.1
WM
$201.92
Industrials		 31.8
Fwd: 24.3		 3.40 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 4.1 2.8 5.8 5.2 4.0
ORCL
$239.26
Technology		 55.4
Fwd: 29.9		 2.54 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 5.8 2.3 4.9 5.9 4.0
ENB
$47.71
Energy		 23.5
Fwd: 20.8		 3.15 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 4.0 3.6 5.0 2.9 4.0
APD
$259.74
Basic Materials		 N/A
Fwd: 18.6		 N/A 1.22
1.4		 -2.4%
-3.3%		 N/A
N/A		 6.3% N/A EPS: -39.5% | Sales: -0.5% 5.2 2.9 4.6 3.2 3.9
DLR
$169.89
Real Estate		 43.9
Fwd: 103.1		 4.87 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 3.5 5.3 5.8 3.8
QSR
$67.74
Consumer Cyclical		 24.1
Fwd: 16.9		 2.58 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 5.1 1.7 5.2 6.0 3.7
AXON
$602.51
Industrials		 190.7
Fwd: 78.7		 10.91 0.69
3.1		 10.0%
10.1%		 $1.84
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 2.2 6.5 4.6 3.4
⏰ Last updated: 2025-11-08 00:34:15